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Estate Counselors’s Invesco DB Precious Metals Fund DBP Stock Holding History

Estate Counselors’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
2024
Q3 		– Sell
-6,200
Closed -$355K – 115
2024
Q2 		$355K Buy
+6,200
New +$356K 0.04% 102

Other funds holding DBP

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Estate Counselors's DBP Position: Q3 2024 in Review

Estate Counselors sold out of Invesco DB Precious Metals Fund (DBP) in Q3 2024, closing a stake of 6,200 shares — an estimated $355K sold.

Estate Counselors first reported a position in DBP in Q2 2024 and held it in 1 quarter. The position peaked at $355K in Q2 2024. 37 funds tracked by Wall St. Rank hold DBP as of Q3 2024.

  • Estate Counselors reported no remaining Invesco DB Precious Metals Fund position as of Q3 2024 after selling out during the quarter.
  • Estate Counselors sold 6,200 Invesco DB Precious Metals Fund shares in Q3 2024, an estimated $355K.
  • Estate Counselors first reported a position in Invesco DB Precious Metals Fund in Q2 2024 and held it in 1 quarter.
  • Estate Counselors's Invesco DB Precious Metals Fund position peaked at $355K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q3 2024.

Based on Estate Counselors's 13F filing for Q3 2024, filed 12 Nov 2024.