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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

DBE holding history

Invesco DB Energy Fund in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DBE overviewAll 13F holders of DBEFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of DBE by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−356−100.0%Sold outHolders
Q1 2026356$10.5K<0.1%+351+7,020.0%AddedHolders
Q4 20255$87<0.1%00.0%UnchangedHolders
Q3 20255$95<0.1%+5NewHolders
Q2 20220$00.0%−17,032−100.0%Sold outHolders
Q1 202217,032$393.0K<0.1%+17,032NewHolders
Q4 20210$00.0%−22,797−100.0%Sold outHolders
Q3 202122,797$386.0K<0.1%−1,724−7.0%ReducedHolders
Q2 202124,521$382.0K<0.1%+24,521NewHolders