Partners Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History

Partners Wealth Management’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
2026 Q3	$625K	Buy	17,038 +71	+0.4%	+$2.3K	0.07%	237
2026 Q2	$445K	Buy	16,967 +42	+0.2%	+$1.27K	0.44%	58
2026 Q1	$499K	Sell	16,925 -3,515	-17%	-$77.5K	0.51%	52
2025 Q4	$357K	Buy	20,440 +5	+0%	+$93	0.37%	67
2025 Q3	$389K	Buy	20,435 +350	+2%	+$6.7K	0.38%	74
2025 Q2	$392K	Hold	20,085	–	–	0.45%	60
2025 Q1	$394K	Buy	20,085 +1,392	+7%	+$26.7K	0.45%	60
2024 Q4	$347K	Buy	+18,693	New	+$357K	0.39%	72

Other funds holding DBE

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $471M AUM

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Partners Wealth Management's DBE Position: Q3 2026 in Review

Partners Wealth Management increased its Invesco DB Energy Fund (DBE) stake by 0.42% in Q3 2026, buying an estimated $2.3K and bringing the position to 17,038 shares worth $625K. The position accounts for 0.07% of the portfolio, ranked #237.

Partners Wealth Management first reported a position in DBE in Q4 2024 and has held it in 8 quarters since. 5 funds tracked by Wall St. Rank hold DBE as of Q3 2026.

Partners Wealth Management held 17,038 shares of Invesco DB Energy Fund worth $625K as of Q3 2026.
Partners Wealth Management bought 71 Invesco DB Energy Fund shares in Q3 2026, an estimated $2.3K.
Invesco DB Energy Fund made up 0.07% of Partners Wealth Management's portfolio in Q3 2026, its #237 holding.
Partners Wealth Management first reported a position in Invesco DB Energy Fund in Q4 2024 and has held it in 8 quarters since.
5 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.