EP Wealth Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

EP Wealth Advisors’s Portfolio DBA Stock Details DBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$612K	Sell	22,961 -1,668	-7%	-$45.5K	﹤0.01%	946
2026 Q1	$673K	Sell	24,629 -2,129	-8%	-$55.6K	﹤0.01%	783
2025 Q4	$683K	Buy	+26,758	New	+$704K	﹤0.01%	737
2025 Q2	$1.2M	Buy	+45,750	New	+$1.23M	0.01%	526
2023 Q1	–	Sell	-11,150	Closed	-$225K	–	650
2022 Q4	$225K	Buy	+11,150	New	+$223K	﹤0.01%	525
2022 Q3	–	Sell	-8,400	Closed	-$171K	–	396
2022 Q2	$171K	Hold	8,400	–	–	﹤0.01%	596
2022 Q1	$184K	Buy	+8,400	New	+$176K	﹤0.01%	582

Other funds holding DBA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

HCC

Hatch Cove Capital Chicago, Illinois $225M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EP Wealth Advisors's DBA Position: Q2 2026 in Review

EP Wealth Advisors reduced its Invesco DB Agriculture Fund (DBA) stake by 6.8% in Q2 2026, selling an estimated $45.5K and leaving 22,961 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

EP Wealth Advisors first reported a position in DBA in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.2M in Q2 2025. 166 funds tracked by Wall St. Rank hold DBA as of Q2 2026.

EP Wealth Advisors held 22,961 shares of Invesco DB Agriculture Fund worth $612K as of Q2 2026.
EP Wealth Advisors sold 1,668 Invesco DB Agriculture Fund shares in Q2 2026, an estimated $45.5K.
Invesco DB Agriculture Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #946 holding.
EP Wealth Advisors first reported a position in Invesco DB Agriculture Fund in Q1 2022 and has held it in 7 quarters since.
EP Wealth Advisors's Invesco DB Agriculture Fund position peaked at $1.2M in Q2 2025.
166 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.