AWG
DBA icon

Altus Wealth Group’s Invesco DB Agriculture Fund DBA Stock Holding History

Altus Wealth Group’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30,285
Closed -$638K – 131
2023
Q2 		$638K Sell
30,285
-5,490
-15% -$115K 0.39% 68
2023
Q1 		$731K Hold
35,775
– – 0.49% 51
2022
Q4 		$721K Buy
+35,775
New +$714K 0.55% 49

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altus Wealth Group's DBA Position: Q3 2023 in Review

Altus Wealth Group sold out of Invesco DB Agriculture Fund (DBA) in Q3 2023, closing a stake of 30,285 shares — an estimated $638K sold.

Altus Wealth Group first reported a position in DBA in Q4 2022 and held it in 3 quarters. The position peaked at $731K in Q1 2023. 153 funds tracked by Wall St. Rank hold DBA as of Q3 2023.

  • Altus Wealth Group reported no remaining Invesco DB Agriculture Fund position as of Q3 2023 after selling out during the quarter.
  • Altus Wealth Group sold 30,285 Invesco DB Agriculture Fund shares in Q3 2023, an estimated $638K.
  • Altus Wealth Group first reported a position in Invesco DB Agriculture Fund in Q4 2022 and held it in 3 quarters.
  • Altus Wealth Group's Invesco DB Agriculture Fund position peaked at $731K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q3 2023.

Based on Altus Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.