B. Riley Wealth Advisors’s Invesco DB Base Metals Fund DBB Stock Holding History

B. Riley 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
2024 Q2	–	Sell	-56,136	Closed	-$1.08M	–	1437
2024 Q1	$1.08M	Buy	+56,136	New	+$983K	0.03%	504
2023 Q4	–	Sell	-56,136	Closed	-$1.08M	–	1422
2023 Q3	$1.08M	Sell	56,136 -41,070	-42%	-$755K	0.03%	504
2023 Q2	$1.74M	Sell	97,206 -2,906	-3%	-$54.3K	0.04%	407
2023 Q1	$2.02M	Buy	+100,112	New	+$2.06M	0.05%	341
2015 Q1	–	Sell	-60	Closed	-$1	–	874
2014 Q4	$1	Buy	+60	New	+$1K	﹤0.01%	3534

Other funds holding DBB

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

HAFG

Hansen & Associates Financial Group Roseville, California $186M AUM 7.83% 1-Year Est. Return

CIM

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's DBB Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Invesco DB Base Metals Fund (DBB) in Q2 2024, closing a stake of 56,136 shares — an estimated $1.08M sold.

B. Riley Wealth Advisors first reported a position in DBB in Q4 2014 and held it in 5 quarters. The position peaked at $2.02M in Q1 2023. 71 funds tracked by Wall St. Rank hold DBB as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Invesco DB Base Metals Fund position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 56,136 Invesco DB Base Metals Fund shares in Q2 2024, an estimated $1.08M.
B. Riley Wealth Advisors first reported a position in Invesco DB Base Metals Fund in Q4 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's Invesco DB Base Metals Fund position peaked at $2.02M in Q1 2023.
71 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.