MWM
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Modern Wealth Management’s Invesco DB Agriculture Fund DBA Stock Holding History

Modern Wealth Management’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
2026
Q1 		– Sell
-14,960
Closed -$382K – 897
2025
Q4 		$382K Sell
14,960
-236
-2% -$6.21K 0.01% 609
2025
Q3 		$407K Sell
15,196
-573
-4% -$15.3K 0.01% 554
2025
Q2 		$412K Buy
15,769
+108
+0.7% +$2.9K 0.01% 527
2025
Q1 		$413K Buy
15,661
+1,479
+10% +$40K 0.01% 459
2024
Q4 		$377K Buy
14,182
+534
+4% +$14K 0.01% 411
2024
Q3 		$356K Buy
13,648
+1,079
+9% +$26.4K 0.02% 309
2024
Q2 		$299K Sell
12,569
-11,251
-47% -$280K 0.02% 311
2024
Q1 		$590K Buy
+23,820
New +$526K 0.05% 157

Other funds holding DBA

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Modern Wealth Management's DBA Position: Q1 2026 in Review

Modern Wealth Management sold out of Invesco DB Agriculture Fund (DBA) in Q1 2026, closing a stake of 14,960 shares — an estimated $382K sold.

Modern Wealth Management first reported a position in DBA in Q1 2024 and held it in 8 quarters. The position peaked at $590K in Q1 2024. 164 funds tracked by Wall St. Rank hold DBA as of Q1 2026.

  • Modern Wealth Management reported no remaining Invesco DB Agriculture Fund position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 14,960 Invesco DB Agriculture Fund shares in Q1 2026, an estimated $382K.
  • Modern Wealth Management first reported a position in Invesco DB Agriculture Fund in Q1 2024 and held it in 8 quarters.
  • Modern Wealth Management's Invesco DB Agriculture Fund position peaked at $590K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.