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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

Plan Group Financial's DBA Position: Q1 2025 in Review

Plan Group Financial sold out of Invesco DB Agriculture Fund (DBA) in Q1 2025, closing a stake of 19,035 shares — an estimated $506K sold.

Plan Group Financial first reported a position in DBA in Q2 2022 and held it in 8 quarters. The position peaked at $1.06M in Q1 2024. 142 funds tracked by Wall St. Rank hold DBA as of Q1 2025.

Plan Group Financial reported no remaining Invesco DB Agriculture Fund position as of Q1 2025 after selling out during the quarter.
Plan Group Financial sold 19,035 Invesco DB Agriculture Fund shares in Q1 2025, an estimated $506K.
Plan Group Financial first reported a position in Invesco DB Agriculture Fund in Q2 2022 and held it in 8 quarters.
Plan Group Financial's Invesco DB Agriculture Fund position peaked at $1.06M in Q1 2024.
142 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2025.

Based on Plan Group Financial's 13F filing for Q1 2025, filed 9 May 2025.