Blue Bell Private Wealth Management’s Invesco DB Base Metals Fund DBB Stock Holding History

Blue Bell Private 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
2025 Q3	–	Sell	-200	Closed	-$3.87K	–	742
2025 Q2	$3.87K	Hold	200	–	–	﹤0.01%	597
2025 Q1	$3.84K	Hold	200	–	–	﹤0.01%	594
2024 Q4	$3.77K	Hold	200	–	–	﹤0.01%	566
2024 Q3	$4.16K	Hold	200	–	–	﹤0.01%	584
2024 Q2	$4.03K	Hold	200	–	–	﹤0.01%	589
2024 Q1	$3.59K	Sell	200 -200	-50%	-$3.5K	﹤0.01%	599
2023 Q4	$7.32K	Hold	400	–	–	﹤0.01%	532
2023 Q3	$7.66K	Hold	400	–	–	﹤0.01%	457
2023 Q2	$7.18K	Hold	400	–	–	﹤0.01%	453
2023 Q1	$8.08K	Hold	400	–	–	﹤0.01%	406
2022 Q4	$7.78K	Hold	400	–	–	﹤0.01%	403
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	414
2022 Q2	$8K	Buy	+400	New	+$9.28K	﹤0.01%	414

Other funds holding DBB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

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

Blue Bell Private Wealth Management's DBB Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of Invesco DB Base Metals Fund (DBB) in Q3 2025, closing a stake of 200 shares — an estimated $3.87K sold.

Blue Bell Private Wealth Management first reported a position in DBB in Q2 2022 and held it in 13 quarters. The position peaked at $8.08K in Q1 2023. 55 funds tracked by Wall St. Rank hold DBB as of Q3 2025.

Blue Bell Private Wealth Management reported no remaining Invesco DB Base Metals Fund position as of Q3 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 Invesco DB Base Metals Fund shares in Q3 2025, an estimated $3.87K.
Blue Bell Private Wealth Management first reported a position in Invesco DB Base Metals Fund in Q2 2022 and held it in 13 quarters.
Blue Bell Private Wealth Management's Invesco DB Base Metals Fund position peaked at $8.08K in Q1 2023.
55 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.