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

Avior 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
Q2 		– Sell
-330
Closed -$5.93K – 2632
2024
Q1 		$5.93K Buy
+330
New +$5.78K ﹤0.01% 2034

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avior Wealth Management's DBB Position: Q2 2024 in Review

Avior Wealth Management sold out of Invesco DB Base Metals Fund (DBB) in Q2 2024, closing a stake of 330 shares — an estimated $5.93K sold.

Avior Wealth Management first reported a position in DBB in Q1 2024 and held it in 1 quarter. The position peaked at $5.93K in Q1 2024. 71 funds tracked by Wall St. Rank hold DBB as of Q2 2024.

  • Avior Wealth Management reported no remaining Invesco DB Base Metals Fund position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 330 Invesco DB Base Metals Fund shares in Q2 2024, an estimated $5.93K.
  • Avior Wealth Management first reported a position in Invesco DB Base Metals Fund in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Invesco DB Base Metals Fund position peaked at $5.93K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.