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Apollon Wealth Management’s Invesco DB Base Metals Fund DBB Stock Holding History

Apollon Wealth Management’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,817
Closed -$266K – 1220
2024
Q3 		$266K Buy
+12,817
New +$250K 0.01% 949

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apollon Wealth Management's DBB Position: Q4 2024 in Review

Apollon Wealth Management sold out of Invesco DB Base Metals Fund (DBB) in Q4 2024, closing a stake of 12,817 shares — an estimated $266K sold.

Apollon Wealth Management first reported a position in DBB in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 63 funds tracked by Wall St. Rank hold DBB as of Q4 2024.

  • Apollon Wealth Management reported no remaining Invesco DB Base Metals Fund position as of Q4 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 12,817 Invesco DB Base Metals Fund shares in Q4 2024, an estimated $266K.
  • Apollon Wealth Management first reported a position in Invesco DB Base Metals Fund in Q3 2024 and held it in 1 quarter.
  • Apollon Wealth Management's Invesco DB Base Metals Fund position peaked at $266K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.