Retirement Group’s Invesco DB Energy Fund DBE Stock Holding History

Retirement Group’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 Q2	–	Sell	-10	Closed	–	–	809
2023 Q1	$0	Buy	+10	New	+$212	﹤0.01%	699

Other funds holding DBE

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Group's DBE Position: Q2 2023 in Review

Retirement Group sold out of Invesco DB Energy Fund (DBE) in Q2 2023, closing a stake of 10 shares.

Retirement Group first reported a position in DBE in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 42 funds tracked by Wall St. Rank hold DBE as of Q2 2023.

Retirement Group reported no remaining Invesco DB Energy Fund position as of Q2 2023 after selling out during the quarter.
Retirement Group sold 10 Invesco DB Energy Fund shares in Q2 2023.
Retirement Group first reported a position in Invesco DB Energy Fund in Q1 2023 and held it in 1 quarter.
Retirement Group's Invesco DB Energy Fund position peaked at $0 in Q1 2023.
42 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2023.

Based on Retirement Group's 13F filing for Q2 2023, filed 15 Aug 2023.