MWM
DBA icon

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 $32.1B AUM 59.58% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return