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Cornerstone Planning Group’s Invesco DB Base Metals Fund DBB Stock Holding History

Cornerstone Planning Group’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
2026
Q1 		$74.2K Buy
2,961
+1
+0% +$24 0.01% 304
2025
Q4 		$72.7K Buy
2,960
+76
+3% +$1.65K 0.01% 266
2025
Q3 		$62.6K Hold
2,884
– – 0.01% 288
2025
Q2 		$55.4K Hold
2,884
– – 0.01% 221
2025
Q1 		$52.7K Hold
2,884
– – 0.01% 228
2024
Q4 		$54.6K Buy
2,884
+129
+5% +$2.61K 0.01% 174
2024
Q3 		$57.2K Hold
2,755
– – 0.02% 174
2024
Q2 		$50.5K Hold
2,755
– – 0.01% 197
2024
Q1 		$56K Hold
2,755
– – 0.02% 162
2023
Q4 		$50.4K Buy
2,755
+188
+7% +$3.46K 0.02% 186
2023
Q3 		$49.2K Hold
2,567
– – 0.02% 186
2023
Q2 		$46.1K Buy
+2,567
New +$48K 0.02% 257
2022
Q4 		$56.3K Buy
+2,567
New +$49.2K 0.02% 247

Other funds holding DBB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Planning Group's DBB Position: Q1 2026 in Review

Cornerstone Planning Group increased its Invesco DB Base Metals Fund (DBB) stake by 0.03% in Q1 2026, buying an estimated $24 and bringing the position to 2,961 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #304.

Cornerstone Planning Group first reported a position in DBB in Q4 2022 and has held it in 13 quarters since. 82 funds tracked by Wall St. Rank hold DBB as of Q1 2026.

  • Cornerstone Planning Group held 2,961 shares of Invesco DB Base Metals Fund worth $74.2K as of Q1 2026.
  • Cornerstone Planning Group bought 1 Invesco DB Base Metals Fund share in Q1 2026, an estimated $24.
  • Invesco DB Base Metals Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #304 holding.
  • Cornerstone Planning Group first reported a position in Invesco DB Base Metals Fund in Q4 2022 and has held it in 13 quarters since.
  • 82 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.