CTA
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Colonial Trust Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

Colonial Trust 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
-500
Closed -$13K – 702
2024
Q3 		$13K Hold
500
– – ﹤0.01% 503
2024
Q2 		$11.9K Hold
500
– – ﹤0.01% 503
2024
Q1 		$12.4K Hold
500
– – ﹤0.01% 557
2023
Q4 		$10.4K Hold
500
– – ﹤0.01% 505
2023
Q3 		$10.7K Hold
500
– – ﹤0.01% 506
2023
Q2 		$10.5K Hold
500
– – ﹤0.01% 517
2023
Q1 		$10.2K Hold
500
– – ﹤0.01% 505
2022
Q4 		$10.1K Buy
+500
New +$9.98K ﹤0.01% 515

Other funds holding DBA

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PP
Passaic Partners Newark, New Jersey $1.07B AUM 16.56% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return