Clear Point Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

Clear Point Advisors’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 Q4	–	Sell	-157	Closed	-$4.09K	–	208
2024 Q3	$4.09K	Hold	157	–	–	﹤0.01%	402
2024 Q2	$3.73K	Hold	157	–	–	﹤0.01%	406
2024 Q1	$3.88K	Hold	157	–	–	﹤0.01%	400
2023 Q4	$3.25K	Buy	+157	New	+$3.42K	﹤0.01%	396

Other funds holding DBA

NYLIM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

KAS

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

Passaic Partners Newark, New Jersey $1.36B AUM 18.52% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

Clear Point Advisors's DBA Position: Q4 2024 in Review

Clear Point Advisors sold out of Invesco DB Agriculture Fund (DBA) in Q4 2024, closing a stake of 157 shares — an estimated $4.09K sold.

Clear Point Advisors first reported a position in DBA in Q4 2023 and held it in 4 quarters. The position peaked at $4.09K in Q3 2024. 147 funds tracked by Wall St. Rank hold DBA as of Q4 2024.

Clear Point Advisors reported no remaining Invesco DB Agriculture Fund position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 157 Invesco DB Agriculture Fund shares in Q4 2024, an estimated $4.09K.
Clear Point Advisors first reported a position in Invesco DB Agriculture Fund in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Invesco DB Agriculture Fund position peaked at $4.09K in Q3 2024.
147 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.