AFA
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Atlas Financial Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

Atlas Financial Advisors’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
Q2 		– Sell
-23,181
Closed -$474K – 32
2023
Q1 		$474K Sell
23,181
-945
-4% -$18.9K 0.64% 13
2022
Q4 		$486K Buy
24,126
+13,559
+128% +$271K 0.67% 11
2022
Q3 		$212K Sell
10,567
-17,449
-62% -$352K 0.35% 13
2022
Q2 		$571K Buy
28,016
+2,654
+10% +$58.4K 0.65% 9
2022
Q1 		$555K Buy
+25,362
New +$532K 0.56% 10

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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