KWM
DGL

Kingsview Wealth Management’s Invesco DB Gold Fund DGL Stock Holding History

Kingsview Wealth Management’s Portfolio DGL Stock Details DGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-367,594
Closed -$18.7M – 962
2022
Q4 		$18.7M Buy
367,594
+288,041
+362% +$14M 0.81% 22
2022
Q3 		$3.73M Sell
79,553
-42,990
-35% -$2.09M 0.18% 134
2022
Q2 		$6.27M Buy
122,543
+57,722
+89% +$3.07M 0.3% 83
2022
Q1 		$3.58M Sell
64,821
-169,480
-72% -$9.09M 0.16% 143
2021
Q4 		$12.3M Sell
234,301
-15,891
-6% -$818K 0.51% 36
2021
Q3 		$12.6M Buy
250,192
+20,553
+9% +$1.06M 0.6% 27
2021
Q2 		$11.8M Buy
229,639
+97,187
+73% +$5.09M 0.58% 28
2021
Q1 		$6.62M Buy
+132,452
New +$6.88M 0.38% 58

Other funds holding DGL

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Kingsview Wealth Management's DGL Position: Q1 2023 in Review

Kingsview Wealth Management sold out of Invesco DB Gold Fund (DGL) in Q1 2023, closing a stake of 367,594 shares — an estimated $18.7M sold.

Kingsview Wealth Management first reported a position in DGL in Q1 2021 and held it in 8 quarters. The position peaked at $18.7M in Q4 2022. 1 fund tracked by Wall St. Rank holds DGL as of Q1 2023.

  • Kingsview Wealth Management reported no remaining Invesco DB Gold Fund position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 367,594 Invesco DB Gold Fund shares in Q1 2023, an estimated $18.7M.
  • Kingsview Wealth Management first reported a position in Invesco DB Gold Fund in Q1 2021 and held it in 8 quarters.
  • Kingsview Wealth Management's Invesco DB Gold Fund position peaked at $18.7M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Invesco DB Gold Fund as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.