RWB
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RMR Wealth Builders’s Invesco DB Precious Metals Fund DBP Stock Holding History

RMR Wealth Builders’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,570
Closed -$74K – 286
2021
Q1 		$74K Buy
+1,570
New +$78.6K 0.02% 310

Other funds holding DBP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

RMR Wealth Builders's DBP Position: Q2 2021 in Review

RMR Wealth Builders sold out of Invesco DB Precious Metals Fund (DBP) in Q2 2021, closing a stake of 1,570 shares — an estimated $74K sold.

RMR Wealth Builders first reported a position in DBP in Q1 2021 and held it in 1 quarter. The position peaked at $74K in Q1 2021. 42 funds tracked by Wall St. Rank hold DBP as of Q2 2021.

  • RMR Wealth Builders reported no remaining Invesco DB Precious Metals Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,570 Invesco DB Precious Metals Fund shares in Q2 2021, an estimated $74K.
  • RMR Wealth Builders first reported a position in Invesco DB Precious Metals Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Invesco DB Precious Metals Fund position peaked at $74K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.