North Ridge Wealth Advisors’s Invesco DB Energy Fund DBE Stock Holding History

North Ridge Wealth Advisors’s Portfolio DBE Stock Details DBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-300	Closed	-$5.88K	–	179
2025 Q1	$5.88K	Buy	+300	New	+$5.76K	﹤0.01%	122

Other funds holding DBE

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

North Ridge Wealth Advisors's DBE Position: Q2 2025 in Review

North Ridge Wealth Advisors sold out of Invesco DB Energy Fund (DBE) in Q2 2025, closing a stake of 300 shares — an estimated $5.88K sold.

North Ridge Wealth Advisors first reported a position in DBE in Q1 2025 and held it in 1 quarter. The position peaked at $5.88K in Q1 2025. 32 funds tracked by Wall St. Rank hold DBE as of Q2 2025.

North Ridge Wealth Advisors reported no remaining Invesco DB Energy Fund position as of Q2 2025 after selling out during the quarter.
North Ridge Wealth Advisors sold 300 Invesco DB Energy Fund shares in Q2 2025, an estimated $5.88K.
North Ridge Wealth Advisors first reported a position in Invesco DB Energy Fund in Q1 2025 and held it in 1 quarter.
North Ridge Wealth Advisors's Invesco DB Energy Fund position peaked at $5.88K in Q1 2025.
32 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2025.

Based on North Ridge Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.