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Measured Wealth Private Client Group’s Invesco DB Agriculture Fund DBA Stock Holding History

Measured Wealth Private Client Group’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,999
Closed -$322K – 194
2024
Q1 		$322K Sell
12,999
-1,502
-10% -$33.2K 0.11% 141
2023
Q4 		$301K Buy
+14,501
New +$316K 0.11% 136

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Measured Wealth Private Client Group's DBA Position: Q2 2024 in Review

Measured Wealth Private Client Group sold out of Invesco DB Agriculture Fund (DBA) in Q2 2024, closing a stake of 12,999 shares — an estimated $322K sold.

Measured Wealth Private Client Group first reported a position in DBA in Q4 2023 and held it in 2 quarters. The position peaked at $322K in Q1 2024. 152 funds tracked by Wall St. Rank hold DBA as of Q2 2024.

  • Measured Wealth Private Client Group reported no remaining Invesco DB Agriculture Fund position as of Q2 2024 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 12,999 Invesco DB Agriculture Fund shares in Q2 2024, an estimated $322K.
  • Measured Wealth Private Client Group first reported a position in Invesco DB Agriculture Fund in Q4 2023 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Invesco DB Agriculture Fund position peaked at $322K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q2 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2024, filed 12 Aug 2024.