BAM
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Belpointe Asset Management’s Invesco DB Agriculture Fund DBA Stock Holding History

Belpointe Asset Management’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
-1,821
Closed -$37.2K – 1198
2023
Q1 		$37.2K Sell
1,821
-1,101
-38% -$22K ﹤0.01% 1887
2022
Q4 		$58.9K Buy
+2,922
New +$58.3K ﹤0.01% 1508
2022
Q2 		– Sell
-4,632
Closed -$101K – 1162
2022
Q1 		$101K Buy
+4,632
New +$97.1K 0.01% 1210
2021
Q3 		– Sell
-8,595
Closed -$160K – 1181
2021
Q2 		$160K Sell
8,595
-4,325
-33% -$79K 0.01% 923
2021
Q1 		$134K Buy
+12,920
New +$217K 0.01% 894

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