Global Retirement Partners’s Invesco DB Precious Metals Fund DBP Stock Holding History

Global Retirement Partners’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
2021 Q4	–	Sell	-555	Closed	-$26K	–	561
2021 Q3	$26K	Hold	555	–	–	﹤0.01%	1111
2021 Q2	$27K	Hold	555	–	–	﹤0.01%	1091
2021 Q1	$26K	Buy	+555	New	+$27.8K	﹤0.01%	1022
2018 Q4	–	Sell	-68	Closed	-$2K	–	1473
2018 Q3	$2K	Hold	68	–	–	﹤0.01%	1385
2018 Q2	$2K	Hold	68	–	–	﹤0.01%	1372
2018 Q1	$3K	Hold	68	–	–	﹤0.01%	1254
2017 Q4	$3K	Hold	68	–	–	﹤0.01%	1218
2017 Q3	$3K	Hold	68	–	–	﹤0.01%	1083
2017 Q2	$3K	Hold	68	–	–	﹤0.01%	1018
2017 Q1	$3K	Hold	68	–	–	﹤0.01%	974
2016 Q4	$2K	Buy	+68	New	+$2.52K	﹤0.01%	951

Other funds holding DBP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Global Retirement Partners's DBP Position: Q4 2021 in Review

Global Retirement Partners sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2021, closing a stake of 555 shares — an estimated $26K sold.

Global Retirement Partners first reported a position in DBP in Q4 2016 and held it in 11 quarters. The position peaked at $27K in Q2 2021. 35 funds tracked by Wall St. Rank hold DBP as of Q4 2021.

Global Retirement Partners reported no remaining Invesco DB Precious Metals Fund position as of Q4 2021 after selling out during the quarter.
Global Retirement Partners sold 555 Invesco DB Precious Metals Fund shares in Q4 2021, an estimated $26K.
Global Retirement Partners first reported a position in Invesco DB Precious Metals Fund in Q4 2016 and held it in 11 quarters.
Global Retirement Partners's Invesco DB Precious Metals Fund position peaked at $27K in Q2 2021.
35 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.