Independent Financial Group’s Invesco DB Agriculture Fund DBA Stock Holding History

Independent Financial Group’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 Q2	–	Sell	-24,669	Closed	-$650K	–	1309
2025 Q1	$650K	Sell	24,669 -76,253	-76%	-$2.06M	0.02%	618
2024 Q4	$2.68M	Sell	100,922 -9,067	-8%	-$237K	0.09%	224
2024 Q3	$2.87M	Sell	109,989 -4,182	-4%	-$102K	0.11%	193
2024 Q2	$2.72M	Sell	114,171 -2,238	-2%	-$55.6K	0.11%	176
2024 Q1	$2.88M	Sell	116,409 -797	-0.7%	-$17.6K	0.13%	154
2023 Q4	$2.43M	Sell	117,206 -2,283	-2%	-$49.7K	0.13%	173
2023 Q3	$2.56M	Sell	119,489 -1,142	-0.9%	-$24.8K	0.17%	133
2023 Q2	$2.54M	Buy	120,631 +35	+0%	+$734	0.18%	127
2023 Q1	$2.46M	Sell	120,596 -392	-0.3%	-$7.83K	0.2%	117
2022 Q4	$2.44M	Sell	120,988 -4,531	-4%	-$90.5K	0.21%	98
2022 Q3	$2.51M	Buy	+125,519	New	+$2.54M	0.23%	84

Other funds holding DBA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Financial Group's DBA Position: Q2 2025 in Review

Independent Financial Group sold out of Invesco DB Agriculture Fund (DBA) in Q2 2025, closing a stake of 24,669 shares — an estimated $650K sold.

Independent Financial Group first reported a position in DBA in Q3 2022 and held it in 11 quarters. The position peaked at $2.88M in Q1 2024. 144 funds tracked by Wall St. Rank hold DBA as of Q2 2025.

Independent Financial Group reported no remaining Invesco DB Agriculture Fund position as of Q2 2025 after selling out during the quarter.
Independent Financial Group sold 24,669 Invesco DB Agriculture Fund shares in Q2 2025, an estimated $650K.
Independent Financial Group first reported a position in Invesco DB Agriculture Fund in Q3 2022 and held it in 11 quarters.
Independent Financial Group's Invesco DB Agriculture Fund position peaked at $2.88M in Q1 2024.
144 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.