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BKM Wealth Management’s Invesco DB Agriculture Fund DBA Stock Holding History

BKM Wealth 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
2024
Q1 		– Sell
-150
Closed -$3.11K – 264
2023
Q4 		$3.11K Buy
+150
New +$3.27K ﹤0.01% 539

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BKM Wealth Management's DBA Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco DB Agriculture Fund (DBA) in Q1 2024, closing a stake of 150 shares — an estimated $3.11K sold.

BKM Wealth Management first reported a position in DBA in Q4 2023 and held it in 1 quarter. The position peaked at $3.11K in Q4 2023. 157 funds tracked by Wall St. Rank hold DBA as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco DB Agriculture Fund position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 150 Invesco DB Agriculture Fund shares in Q1 2024, an estimated $3.11K.
  • BKM Wealth Management first reported a position in Invesco DB Agriculture Fund in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco DB Agriculture Fund position peaked at $3.11K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.