MFA Wealth Advisors
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MFA Wealth Advisors’s Invesco DB Precious Metals Fund DBP Stock Holding History

MFA Wealth Advisors’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
-7
Closed -$447 – 146
2024
Q3 		$447 Hold
7
– – ﹤0.01% 478
2024
Q2 		$401 Buy
+7
New +$402 ﹤0.01% 499
2020
Q3 		– Sell
-411
Closed -$19.7K – 77
2020
Q2 		$19.7K Sell
411
-24,060
-98% -$1.09M 0.01% 120
2020
Q1 		$997K Buy
+24,471
New +$1.04M 0.97% 29
2019
Q2 		– Sell
-23,648
Closed -$846K – 43
2019
Q1 		$846K Buy
+23,648
New +$870K 0.56% 31
2018
Q4 		– Sell
-24,262
Closed -$831K – 43
2018
Q3 		$831K Buy
24,262
+359
+2% +$12.6K 0.62% 32
2018
Q2 		$827K Buy
23,903
+1,123
+5% +$42.9K 0.54% 34
2018
Q1 		$860K Buy
22,780
+489
+2% +$19.1K 0.65% 29
2017
Q4 		$878K Buy
+22,291
New +$843K 0.6% 34

Other funds holding DBP

Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
PineBridge Investments
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MFA Wealth Advisors's DBP Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2024, closing a stake of 7 shares — an estimated $447 sold.

MFA Wealth Advisors first reported a position in DBP in Q4 2017 and held it in 9 quarters. The position peaked at $997K in Q1 2020. 35 funds tracked by Wall St. Rank hold DBP as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Invesco DB Precious Metals Fund position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 7 Invesco DB Precious Metals Fund shares in Q4 2024, an estimated $447.
  • MFA Wealth Advisors first reported a position in Invesco DB Precious Metals Fund in Q4 2017 and held it in 9 quarters.
  • MFA Wealth Advisors's Invesco DB Precious Metals Fund position peaked at $997K in Q1 2020.
  • 35 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.