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GeoWealth Management’s Invesco DB Agriculture Fund DBA Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-150
Closed -$3.99K – 1239
2024
Q4 		$3.99K Hold
150
– – ﹤0.01% 1578
2024
Q3 		$3.91K Buy
+150
New +$3.67K ﹤0.01% 1481

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

GeoWealth Management's DBA Position: Q1 2025 in Review

GeoWealth Management sold out of Invesco DB Agriculture Fund (DBA) in Q1 2025, closing a stake of 150 shares — an estimated $3.99K sold.

GeoWealth Management first reported a position in DBA in Q3 2024 and held it in 2 quarters. The position peaked at $3.99K in Q4 2024. 141 funds tracked by Wall St. Rank hold DBA as of Q1 2025.

  • GeoWealth Management reported no remaining Invesco DB Agriculture Fund position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 150 Invesco DB Agriculture Fund shares in Q1 2025, an estimated $3.99K.
  • GeoWealth Management first reported a position in Invesco DB Agriculture Fund in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Invesco DB Agriculture Fund position peaked at $3.99K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.