Copia Wealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

Copia Wealth Management’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 Q1	$97.9K	Hold	890	–	–	0.07%	145
2025 Q4	$91.5K	Sell	890 -146	-14%	-$14.1K	0.07%	150
2025 Q3	$92.1K	Hold	1,036	–	–	0.07%	141
2025 Q2	$77.8K	Sell	1,036 -834	-45%	-$61.6K	0.07%	137
2025 Q1	$134K	Hold	1,870	–	–	0.12%	107
2024 Q4	$114K	Buy	+1,870	New	+$120K	0.11%	106

Other funds holding DBP

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

DWA

Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Copia Wealth Management's DBP Position: Q1 2026 in Review

Copia Wealth Management held its Invesco DB Precious Metals Fund (DBP) position steady in Q1 2026 at 890 shares worth $97.9K. The position accounts for 0.07% of the portfolio, ranked #145.

Copia Wealth Management first reported a position in DBP in Q4 2024 and has held it in 6 quarters since. The position peaked at $134K in Q1 2025. 73 funds tracked by Wall St. Rank hold DBP as of Q1 2026.

Copia Wealth Management held 890 shares of Invesco DB Precious Metals Fund worth $97.9K as of Q1 2026.
Copia Wealth Management left its Invesco DB Precious Metals Fund share count unchanged in Q1 2026.
Invesco DB Precious Metals Fund made up 0.07% of Copia Wealth Management's portfolio in Q1 2026, its #145 holding.
Copia Wealth Management first reported a position in Invesco DB Precious Metals Fund in Q4 2024 and has held it in 6 quarters since.
Copia Wealth Management's Invesco DB Precious Metals Fund position peaked at $134K in Q1 2025.
73 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.