Carson Wealth (CWM LLC)’s Invesco DB Agriculture Fund DBA Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$504K	Buy	18,433 +53	+0.3%	+$1.38K	﹤0.01%	2011
2025 Q4	$469K	Sell	18,380 -473	-3%	-$12.5K	﹤0.01%	1960
2025 Q3	$504K	Buy	18,853 +274	+1%	+$7.3K	﹤0.01%	1794
2025 Q2	$486K	Buy	18,579 +396	+2%	+$10.6K	﹤0.01%	1604
2025 Q1	$479K	Buy	18,183 +271	+2%	+$7.33K	﹤0.01%	1458
2024 Q4	$476K	Buy	17,912 +17,017	+1,901%	+$445K	﹤0.01%	1394
2024 Q3	$23K	Hold	895	–	–	﹤0.01%	3265
2024 Q2	$21K	Sell	895 -2,644	-75%	-$65.7K	﹤0.01%	3072
2024 Q1	$88K	Sell	3,539 -2,081	-37%	-$46K	﹤0.01%	1953
2023 Q4	$117K	Sell	5,620 -1,070	-16%	-$23.3K	﹤0.01%	1655
2023 Q3	$143K	Buy	6,690 +4,324	+183%	+$93.8K	﹤0.01%	1450
2023 Q2	$50K	Buy	2,366 +2,082	+733%	+$43.7K	﹤0.01%	1984
2023 Q1	$6K	Hold	284	–	–	﹤0.01%	3195
2022 Q4	$6K	Hold	284	–	–	﹤0.01%	3063
2022 Q3	$6K	Sell	284 -1,406	-83%	-$28.4K	﹤0.01%	2958
2022 Q2	$34K	Hold	1,690	–	–	﹤0.01%	1811
2022 Q1	$37K	Buy	1,690 +1,660	+5,533%	+$34.8K	﹤0.01%	1746
2021 Q4	$1K	Buy	+30	New	+$587	﹤0.01%	3278
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	2769
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	2769
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	2769
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	2768
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	2768
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	2767
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	2767
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	2767
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	2767
2019 Q1	$1K	Sell	30 -122	-80%	-$2.05K	﹤0.01%	2766
2018 Q4	$3K	Buy	152 +2	+1%	+$35	﹤0.01%	1651
2018 Q3	$3K	Hold	150	–	–	﹤0.01%	1446
2018 Q2	$3K	Hold	150	–	–	﹤0.01%	1283
2018 Q1	$3K	Hold	150	–	–	﹤0.01%	1089
2017 Q4	$3K	Hold	150	–	–	﹤0.01%	1188
2017 Q3	$3K	Hold	150	–	–	﹤0.01%	1193
2017 Q2	$3K	Hold	150	–	–	﹤0.01%	949
2017 Q1	$3K	Hold	150	–	–	﹤0.01%	930
2016 Q4	$3K	Hold	150	–	–	﹤0.01%	919
2016 Q3	$3K	Hold	150	–	–	﹤0.01%	874
2016 Q2	$3K	Hold	150	–	–	﹤0.01%	676
2016 Q1	$3K	Hold	150	–	–	﹤0.01%	646
2015 Q4	$3K	Hold	150	–	–	﹤0.01%	570
2015 Q3	$3K	Buy	+150	New	+$3.23K	﹤0.01%	544

Other funds holding DBA

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DBA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco DB Agriculture Fund (DBA) stake by 0.29% in Q1 2026, buying an estimated $1.38K and bringing the position to 18,433 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Carson Wealth (CWM LLC) first reported a position in DBA in Q3 2015 and has held it in 42 quarters since. The position peaked at $504K in Q3 2025. 164 funds tracked by Wall St. Rank hold DBA as of Q1 2026.

Carson Wealth (CWM LLC) held 18,433 shares of Invesco DB Agriculture Fund worth $504K as of Q1 2026.
Carson Wealth (CWM LLC) bought 53 Invesco DB Agriculture Fund shares in Q1 2026, an estimated $1.38K.
Invesco DB Agriculture Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2011 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco DB Agriculture Fund in Q3 2015 and has held it in 42 quarters since.
Carson Wealth (CWM LLC)'s Invesco DB Agriculture Fund position peaked at $504K in Q3 2025.
164 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.