PGF
DBA icon

Plan Group Financial’s Invesco DB Agriculture Fund DBA Stock Holding History

Plan Group Financial’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
-19,035
Closed -$506K – 149
2024
Q4 		$506K Sell
19,035
-1,705
-8% -$44.5K 0.27% 67
2024
Q3 		$541K Sell
20,740
-64
-0.3% -$1.57K 0.29% 65
2024
Q2 		$495K Sell
20,804
-21,862
-51% -$543K 0.3% 66
2024
Q1 		$1.06M Buy
42,666
+1,645
+4% +$36.3K 0.69% 31
2023
Q4 		$851K Sell
41,021
-1,598
-4% -$34.8K 0.75% 28
2023
Q3 		$912K Buy
42,619
+10,955
+35% +$238K 0.66% 28
2023
Q2 		$679K Buy
+31,664
New +$664K 0.57% 30
2022
Q2 		$821K Buy
+39,615
New +$871K 1.41% 21

Other funds holding DBA

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
HighTower Advisors
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