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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Partners Wealth Management's DBE Position: Q1 2026 in Review

Partners Wealth Management reduced its Invesco DB Energy Fund (DBE) stake by 17% in Q1 2026, selling an estimated $77.5K and leaving 16,925 shares worth $499K. The position accounts for 0.51% of the portfolio, ranked #52.

Partners Wealth Management first reported a position in DBE in Q4 2024 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2026.

  • Partners Wealth Management held 16,925 shares of Invesco DB Energy Fund worth $499K as of Q1 2026.
  • Partners Wealth Management sold 3,515 Invesco DB Energy Fund shares in Q1 2026, an estimated $77.5K.
  • Invesco DB Energy Fund made up 0.51% of Partners Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Partners Wealth Management first reported a position in Invesco DB Energy Fund in Q4 2024 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2026.

Based on Partners Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.