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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Partners Wealth Management's DBE Position: Q2 2026 in Review

Partners Wealth Management increased its Invesco DB Energy Fund (DBE) stake by 0.25% in Q2 2026, buying an estimated $1.27K and bringing the position to 16,967 shares worth $445K. The position accounts for 0.44% of the portfolio, ranked #58.

Partners Wealth Management first reported a position in DBE in Q4 2024 and has held it in 7 quarters since. The position peaked at $499K in Q1 2026. 35 funds tracked by Wall St. Rank hold DBE as of Q2 2026.

Partners Wealth Management held 16,967 shares of Invesco DB Energy Fund worth $445K as of Q2 2026.
Partners Wealth Management bought 42 Invesco DB Energy Fund shares in Q2 2026, an estimated $1.27K.
Invesco DB Energy Fund made up 0.44% of Partners Wealth Management's portfolio in Q2 2026, its #58 holding.
Partners Wealth Management first reported a position in Invesco DB Energy Fund in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Invesco DB Energy Fund position peaked at $499K in Q1 2026.
35 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.