Arkadios Wealth Advisors’s Invesco DB Base Metals Fund DBB Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-1,203	Closed	-$24K	–	835
2021 Q3	$24K	Hold	1,203	–	–	﹤0.01%	1139
2021 Q2	$24K	Buy	+1,203	New	+$24.2K	﹤0.01%	1201

Other funds holding DBB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

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

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Arkadios Wealth Advisors's DBB Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco DB Base Metals Fund (DBB) in Q4 2021, closing a stake of 1,203 shares — an estimated $24K sold.

Arkadios Wealth Advisors first reported a position in DBB in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 78 funds tracked by Wall St. Rank hold DBB as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco DB Base Metals Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,203 Invesco DB Base Metals Fund shares in Q4 2021, an estimated $24K.
Arkadios Wealth Advisors first reported a position in Invesco DB Base Metals Fund in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Invesco DB Base Metals Fund position peaked at $24K in Q3 2021.
78 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.