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PCA Investment Advisory Services’s Invesco DB Energy Fund DBE Stock Holding History

PCA Investment Advisory Services’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
2023
Q3 		– Sell
-1,678
Closed -$33.2K – 181
2023
Q2 		$33.2K Buy
+1,678
New +$33.4K 0.02% 298

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA Investment Advisory Services's DBE Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Invesco DB Energy Fund (DBE) in Q3 2023, closing a stake of 1,678 shares — an estimated $33.2K sold.

PCA Investment Advisory Services first reported a position in DBE in Q2 2023 and held it in 1 quarter. The position peaked at $33.2K in Q2 2023. 41 funds tracked by Wall St. Rank hold DBE as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Invesco DB Energy Fund position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,678 Invesco DB Energy Fund shares in Q3 2023, an estimated $33.2K.
  • PCA Investment Advisory Services first reported a position in Invesco DB Energy Fund in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Invesco DB Energy Fund position peaked at $33.2K in Q2 2023.
  • 41 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.