Clear Creek Financial Management’s Invesco DB Agriculture Fund DBA Stock Holding History

Clear Creek Financial 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 Q3	–	Sell	-16,345	Closed	-$389K	–	462
2024 Q2	$389K	Sell	16,345 -25,632	-61%	-$637K	0.05%	288
2024 Q1	$1.04M	Sell	41,977 -5,264	-11%	-$116K	0.13%	142
2023 Q4	$980K	Buy	+47,241	New	+$1.03M	0.16%	114

Other funds holding DBA

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Clear Creek Financial Management's DBA Position: Q3 2024 in Review

Clear Creek Financial Management sold out of Invesco DB Agriculture Fund (DBA) in Q3 2024, closing a stake of 16,345 shares — an estimated $389K sold.

Clear Creek Financial Management first reported a position in DBA in Q4 2023 and held it in 3 quarters. The position peaked at $1.04M in Q1 2024. 144 funds tracked by Wall St. Rank hold DBA as of Q3 2024.

Clear Creek Financial Management reported no remaining Invesco DB Agriculture Fund position as of Q3 2024 after selling out during the quarter.
Clear Creek Financial Management sold 16,345 Invesco DB Agriculture Fund shares in Q3 2024, an estimated $389K.
Clear Creek Financial Management first reported a position in Invesco DB Agriculture Fund in Q4 2023 and held it in 3 quarters.
Clear Creek Financial Management's Invesco DB Agriculture Fund position peaked at $1.04M in Q1 2024.
144 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q3 2024.

Based on Clear Creek Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.