Axxcess Wealth Management
DBP icon

Axxcess Wealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

Axxcess Wealth Management’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6,461
Closed -$597K – 1043
2026
Q2 		$597K Buy
6,461
+393
+6% +$41.8K 0.01% 669
2026
Q1 		$668K Hold
6,068
– – 0.02% 276
2025
Q4 		$624K Hold
6,068
– – 0.01% 633
2025
Q3 		$540K Hold
6,068
– – 0.01% 601
2025
Q2 		$456K Hold
6,068
– – 0.01% 613
2025
Q1 		$434K Buy
+6,068
New +$401K 0.01% 593

Other funds holding DBP

Seven Hills Financial, LLC
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Axxcess Wealth Management's DBP Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Invesco DB Precious Metals Fund (DBP) in Q3 2026, closing a stake of 6,461 shares — an estimated $597K sold.

Axxcess Wealth Management first reported a position in DBP in Q1 2025 and held it in 6 quarters. The position peaked at $668K in Q1 2026. 5 funds tracked by Wall St. Rank hold DBP as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Invesco DB Precious Metals Fund position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,461 Invesco DB Precious Metals Fund shares in Q3 2026, an estimated $597K.
  • Axxcess Wealth Management first reported a position in Invesco DB Precious Metals Fund in Q1 2025 and held it in 6 quarters.
  • Axxcess Wealth Management's Invesco DB Precious Metals Fund position peaked at $668K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.