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Coppell Advisory Solutions Corp’s Invesco DB Base Metals Fund DBB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$962K Buy
+53,553
New +$938K 0.18% 113
2023
Q1 		$322K Buy
+15,922
New +$327K 0.11% 148

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Coppell Advisory Solutions Corp's DBB Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Invesco DB Base Metals Fund (DBB) in Q1 2024: 53,553 shares worth $962K. The stake represents 0.18% of the portfolio and ranks #113 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in DBB as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in DBB in Q1 2023 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold DBB as of Q1 2024.

  • Coppell Advisory Solutions Corp held 53,553 shares of Invesco DB Base Metals Fund worth $962K as of Q1 2024.
  • Invesco DB Base Metals Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Invesco DB Base Metals Fund made up 0.18% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #113 holding.
  • Coppell Advisory Solutions Corp first reported a position in Invesco DB Base Metals Fund in Q1 2023 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.