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COMPASS FINANCIAL MANAGEMENT LLC’s Invesco DB Precious Metals Fund DBP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9K Buy
+150
New +$16K ﹤0.01% 981

Other funds holding DBP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PWM
Power Wealth Management Alpharetta, Georgia $291M AUM 11.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DBP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Invesco DB Precious Metals Fund (DBP) in Q2 2026: 150 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings.

43 funds tracked by Wall St. Rank hold DBP as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 150 shares of Invesco DB Precious Metals Fund worth $13.9K as of Q2 2026.
  • Invesco DB Precious Metals Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Invesco DB Precious Metals Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #981 holding.
  • 43 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.