Simplex Trading’s Invesco DB Energy Fund DBE Stock Holding History

Simplex Trading’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
2015 Q1	–	Sell	-176	Closed	-$9K	–	5041
2014 Q4	$9K	Buy	+176	New	+$3.92K	﹤0.01%	2646

Other funds holding DBE

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

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplex Trading's DBE Position: Q3 2024 in Review

Simplex Trading sold out of Invesco DB Energy Fund (DBE) in Q3 2024, closing a stake of 503 shares — an estimated $10K sold.

Simplex Trading first reported a position in DBE in Q2 2015 and held it in 20 quarters. The position peaked at $439K in Q2 2022. 37 funds tracked by Wall St. Rank hold DBE as of Q3 2024.

Simplex Trading reported no remaining Invesco DB Energy Fund position as of Q3 2024 after selling out during the quarter.
Simplex Trading sold 503 Invesco DB Energy Fund shares in Q3 2024, an estimated $10K.
Simplex Trading first reported a position in Invesco DB Energy Fund in Q2 2015 and held it in 20 quarters.
Simplex Trading's Invesco DB Energy Fund position peaked at $439K in Q2 2022.
37 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.