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Journey Strategic Wealth’s Invesco DB Base Metals Fund DBB Stock Holding History

Journey Strategic Wealth’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
2023
Q1 		– Sell
-11,500
Closed -$224K – 261
2022
Q4 		$224K Hold
11,500
– – 0.03% 193
2022
Q3 		$206K Buy
+11,500
New +$219K 0.03% 152

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Journey Strategic Wealth's DBB Position: Q1 2023 in Review

Journey Strategic Wealth sold out of Invesco DB Base Metals Fund (DBB) in Q1 2023, closing a stake of 11,500 shares — an estimated $224K sold.

Journey Strategic Wealth first reported a position in DBB in Q3 2022 and held it in 2 quarters. The position peaked at $224K in Q4 2022. 76 funds tracked by Wall St. Rank hold DBB as of Q1 2023.

  • Journey Strategic Wealth reported no remaining Invesco DB Base Metals Fund position as of Q1 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 11,500 Invesco DB Base Metals Fund shares in Q1 2023, an estimated $224K.
  • Journey Strategic Wealth first reported a position in Invesco DB Base Metals Fund in Q3 2022 and held it in 2 quarters.
  • Journey Strategic Wealth's Invesco DB Base Metals Fund position peaked at $224K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q1 2023.

Based on Journey Strategic Wealth's 13F filing for Q1 2023, filed 12 May 2023.