Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco DB Base Metals Fund DBB Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-1,541
Closed -$29.5K – 140
2023
Q3 		$29.5K Buy
+1,541
New +$28.3K 0.01% 225

Other funds holding DBB

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return

Legacy Financial Group (Iowa)'s DBB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco DB Base Metals Fund (DBB) in Q4 2023, closing a stake of 1,541 shares — an estimated $29.5K sold.

Legacy Financial Group (Iowa) first reported a position in DBB in Q3 2023 and held it in 1 quarter. The position peaked at $29.5K in Q3 2023. 62 funds tracked by Wall St. Rank hold DBB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco DB Base Metals Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,541 Invesco DB Base Metals Fund shares in Q4 2023, an estimated $29.5K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco DB Base Metals Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco DB Base Metals Fund position peaked at $29.5K in Q3 2023.
  • 62 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.