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

Coppell Advisory Solutions’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
Q4 		– Sell
-2,620
Closed -$54.8K – 2004
2024
Q3 		$54.8K Buy
2,620
+234
+10% +$4.56K 0.01% 527
2024
Q2 		$48.1K Buy
+2,386
New +$48.2K 0.01% 506
2023
Q4 		$133K Buy
+7,278
New +$134K 0.03% 321
2023
Q3 		– Sell
-14
Closed -$249 – 1275
2023
Q2 		$249 Sell
14
-15,908
-100% -$297K ﹤0.01% 1303
2023
Q1 		$322K Buy
+15,922
New +$327K 0.11% 148

Other funds holding DBB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coppell Advisory Solutions's DBB Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Invesco DB Base Metals Fund (DBB) in Q4 2024, closing a stake of 2,620 shares — an estimated $54.8K sold.

Coppell Advisory Solutions first reported a position in DBB in Q1 2023 and held it in 5 quarters. The position peaked at $322K in Q1 2023. 63 funds tracked by Wall St. Rank hold DBB as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Invesco DB Base Metals Fund position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,620 Invesco DB Base Metals Fund shares in Q4 2024, an estimated $54.8K.
  • Coppell Advisory Solutions first reported a position in Invesco DB Base Metals Fund in Q1 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Invesco DB Base Metals Fund position peaked at $322K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.