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BOLTON SECURITIES CORPORATION’s Invesco DB Energy Fund DBE Stock Holding History

BOLTON SECURITIES CORPORATION’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
2026
Q3 		– Sell
-12,780
Closed -$335K – 2273
2026
Q2 		$335K Buy
+12,780
New +$386K 0.01% 721

Other funds holding DBE

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
ASBI
American State Bank (Iowa) Sioux Center, Iowa $252M AUM 40.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Leo Wealth LLC
Leo Wealth LLC Hurst, Texas $471M AUM

BOLTON SECURITIES CORPORATION's DBE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of Invesco DB Energy Fund (DBE) in Q3 2026, closing a stake of 12,780 shares — an estimated $335K sold.

BOLTON SECURITIES CORPORATION first reported a position in DBE in Q2 2026 and held it in 1 quarter. The position peaked at $335K in Q2 2026. 19 funds tracked by Wall St. Rank hold DBE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION reported no remaining Invesco DB Energy Fund position as of Q3 2026 after selling out during the quarter.
  • BOLTON SECURITIES CORPORATION sold 12,780 Invesco DB Energy Fund shares in Q3 2026, an estimated $335K.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco DB Energy Fund in Q2 2026 and held it in 1 quarter.
  • BOLTON SECURITIES CORPORATION's Invesco DB Energy Fund position peaked at $335K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.