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Principal Securities’s Invesco DB Energy Fund DBE Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,100
Closed -$20.9K – 1835
2025
Q3 		$20.9K Hold
1,100
– – ﹤0.01% 2380
2025
Q2 		$20.5K Buy
+1,100
New +$19.9K ﹤0.01% 2298

Other funds holding DBE

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Principal Securities's DBE Position: Q4 2025 in Review

Principal Securities sold out of Invesco DB Energy Fund (DBE) in Q4 2025, closing a stake of 1,100 shares — an estimated $20.9K sold.

Principal Securities first reported a position in DBE in Q2 2025 and held it in 2 quarters. The position peaked at $20.9K in Q3 2025. 32 funds tracked by Wall St. Rank hold DBE as of Q4 2025.

  • Principal Securities reported no remaining Invesco DB Energy Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,100 Invesco DB Energy Fund shares in Q4 2025, an estimated $20.9K.
  • Principal Securities first reported a position in Invesco DB Energy Fund in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Invesco DB Energy Fund position peaked at $20.9K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.