WealthShield Partners’s Invesco DB Energy Fund DBE Stock Holding History

WealthShield Partners’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 Q1	–	Sell	-36,327	Closed	-$824K	–	489
2022 Q4	$824K	Buy	+36,327	New	+$865K	0.16%	157
2021 Q4	–	Sell	-57,542	Closed	-$975K	–	286
2021 Q3	$975K	Buy	+57,542	New	+$899K	0.26%	85
2021 Q2	–	Sell	-67,492	Closed	-$881K	–	855
2021 Q1	$881K	Buy	+67,492	New	+$851K	0.16%	105

Other funds holding DBE

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

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

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

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

WealthShield Partners's DBE Position: Q1 2023 in Review

WealthShield Partners sold out of Invesco DB Energy Fund (DBE) in Q1 2023, closing a stake of 36,327 shares — an estimated $824K sold.

WealthShield Partners first reported a position in DBE in Q1 2021 and held it in 3 quarters. The position peaked at $975K in Q3 2021. 43 funds tracked by Wall St. Rank hold DBE as of Q1 2023.

WealthShield Partners reported no remaining Invesco DB Energy Fund position as of Q1 2023 after selling out during the quarter.
WealthShield Partners sold 36,327 Invesco DB Energy Fund shares in Q1 2023, an estimated $824K.
WealthShield Partners first reported a position in Invesco DB Energy Fund in Q1 2021 and held it in 3 quarters.
WealthShield Partners's Invesco DB Energy Fund position peaked at $975K in Q3 2021.
43 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2023.

Based on WealthShield Partners's 13F filing for Q1 2023, filed 8 May 2023.