KWM
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Kingsview Wealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

Kingsview Wealth Management’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
2024
Q4 		– Sell
-5,312
Closed -$339K – 1126
2024
Q3 		$339K Buy
+5,312
New +$320K 0.01% 842

Other funds holding DBP

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kingsview Wealth Management's DBP Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2024, closing a stake of 5,312 shares — an estimated $339K sold.

Kingsview Wealth Management first reported a position in DBP in Q3 2024 and held it in 1 quarter. The position peaked at $339K in Q3 2024. 35 funds tracked by Wall St. Rank hold DBP as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Invesco DB Precious Metals Fund position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,312 Invesco DB Precious Metals Fund shares in Q4 2024, an estimated $339K.
  • Kingsview Wealth Management first reported a position in Invesco DB Precious Metals Fund in Q3 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Invesco DB Precious Metals Fund position peaked at $339K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.