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 Q3	–	Sell	-2,960	Closed	-$73.8K	–	532
2026 Q2	$73.8K	Sell	2,960 -1	-0%	-$25	0.01%	314
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

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cornerstone Planning Group's DBB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco DB Base Metals Fund (DBB) in Q3 2026, closing a stake of 2,960 shares — an estimated $73.8K sold.

Cornerstone Planning Group first reported a position in DBB in Q4 2022 and held it in 14 quarters. The position peaked at $74.2K in Q1 2026. 8 funds tracked by Wall St. Rank hold DBB as of Q3 2026.

Cornerstone Planning Group reported no remaining Invesco DB Base Metals Fund position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 2,960 Invesco DB Base Metals Fund shares in Q3 2026, an estimated $73.8K.
Cornerstone Planning Group first reported a position in Invesco DB Base Metals Fund in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Invesco DB Base Metals Fund position peaked at $74.2K in Q1 2026.
8 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.