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Kowal Investment Group’s Invesco DB Base Metals Fund DBB Stock Holding History

Kowal Investment Group’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
2022
Q3 		– Sell
-12,240
Closed -$238K – 146
2022
Q2 		$238K Sell
12,240
-31
-0.3% -$719 0.08% 125
2022
Q1 		$317K Buy
+12,271
New +$296K 0.1% 88
2021
Q4 		– Sell
-6,737
Closed -$139K – 315
2021
Q3 		$139K Buy
+6,737
New +$139K 0.04% 120

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Kowal Investment Group's DBB Position: Q3 2022 in Review

Kowal Investment Group sold out of Invesco DB Base Metals Fund (DBB) in Q3 2022, closing a stake of 12,240 shares — an estimated $238K sold.

Kowal Investment Group first reported a position in DBB in Q3 2021 and held it in 3 quarters. The position peaked at $317K in Q1 2022. 74 funds tracked by Wall St. Rank hold DBB as of Q3 2022.

  • Kowal Investment Group reported no remaining Invesco DB Base Metals Fund position as of Q3 2022 after selling out during the quarter.
  • Kowal Investment Group sold 12,240 Invesco DB Base Metals Fund shares in Q3 2022, an estimated $238K.
  • Kowal Investment Group first reported a position in Invesco DB Base Metals Fund in Q3 2021 and held it in 3 quarters.
  • Kowal Investment Group's Invesco DB Base Metals Fund position peaked at $317K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2022.

Based on Kowal Investment Group's 13F filing for Q3 2022, filed 9 Nov 2022.