Ergawealth Advisors
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Ergawealth Advisors’s Invesco DB Precious Metals Fund DBP Stock Holding History

Ergawealth Advisors’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,783
Closed -$370K – 52
2023
Q3 		$370K Sell
7,783
-838
-10% -$41.7K 0.26% 31
2023
Q2 		$425K Buy
+8,621
New +$441K 0.29% 27

Other funds holding DBP

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
PineBridge Investments
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Ergawealth Advisors's DBP Position: Q4 2023 in Review

Ergawealth Advisors sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2023, closing a stake of 7,783 shares — an estimated $370K sold.

Ergawealth Advisors first reported a position in DBP in Q2 2023 and held it in 2 quarters. The position peaked at $425K in Q2 2023. 35 funds tracked by Wall St. Rank hold DBP as of Q4 2023.

  • Ergawealth Advisors reported no remaining Invesco DB Precious Metals Fund position as of Q4 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 7,783 Invesco DB Precious Metals Fund shares in Q4 2023, an estimated $370K.
  • Ergawealth Advisors first reported a position in Invesco DB Precious Metals Fund in Q2 2023 and held it in 2 quarters.
  • Ergawealth Advisors's Invesco DB Precious Metals Fund position peaked at $425K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2023.

Based on Ergawealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.