Perissos Private Wealth Management’s Invesco DB Agriculture Fund DBA Stock Holding History

Perissos Private 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
2025 Q1	–	Sell	-56,712	Closed	-$1.51M	–	78
2024 Q4	$1.51M	Sell	56,712 -2,520	-4%	-$65.8K	1.13%	31
2024 Q3	$1.55M	Buy	59,232 +5,899	+11%	+$144K	1.24%	25
2024 Q2	$1.27M	Sell	53,333 -52,164	-49%	-$1.3M	1.14%	29
2024 Q1	$2.61M	Buy	+105,497	New	+$2.33M	2.37%	12

Other funds holding DBA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Perissos Private Wealth Management's DBA Position: Q1 2025 in Review

Perissos Private Wealth Management sold out of Invesco DB Agriculture Fund (DBA) in Q1 2025, closing a stake of 56,712 shares — an estimated $1.51M sold.

Perissos Private Wealth Management first reported a position in DBA in Q1 2024 and held it in 4 quarters. The position peaked at $2.61M in Q1 2024. 141 funds tracked by Wall St. Rank hold DBA as of Q1 2025.

Perissos Private Wealth Management reported no remaining Invesco DB Agriculture Fund position as of Q1 2025 after selling out during the quarter.
Perissos Private Wealth Management sold 56,712 Invesco DB Agriculture Fund shares in Q1 2025, an estimated $1.51M.
Perissos Private Wealth Management first reported a position in Invesco DB Agriculture Fund in Q1 2024 and held it in 4 quarters.
Perissos Private Wealth Management's Invesco DB Agriculture Fund position peaked at $2.61M in Q1 2024.
141 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2025.

Based on Perissos Private Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.