IAA
DBB icon

Independent Advisor Alliance’s Invesco DB Base Metals Fund DBB Stock Holding History

Independent Advisor Alliance’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,866
Closed -$222K – 606
2020
Q4 		$222K Buy
+12,866
New +$212K 0.02% 491

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Independent Advisor Alliance's DBB Position: Q1 2021 in Review

Independent Advisor Alliance sold out of Invesco DB Base Metals Fund (DBB) in Q1 2021, closing a stake of 12,866 shares — an estimated $222K sold.

Independent Advisor Alliance first reported a position in DBB in Q4 2020 and held it in 1 quarter. The position peaked at $222K in Q4 2020. 54 funds tracked by Wall St. Rank hold DBB as of Q1 2021.

  • Independent Advisor Alliance reported no remaining Invesco DB Base Metals Fund position as of Q1 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,866 Invesco DB Base Metals Fund shares in Q1 2021, an estimated $222K.
  • Independent Advisor Alliance first reported a position in Invesco DB Base Metals Fund in Q4 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco DB Base Metals Fund position peaked at $222K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q1 2021.

Based on Independent Advisor Alliance's 13F filing for Q1 2021, filed 14 May 2021.