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Safeguard Financial’s Invesco DB Base Metals Fund DBB Stock Holding History

Safeguard Financial’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-314
Closed -$5K – 171
2023
Q2 		$5K Buy
+314
New +$5.87K ﹤0.01% 396

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
PineBridge Investments
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Safeguard Financial's DBB Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco DB Base Metals Fund (DBB) in Q3 2023, closing a stake of 314 shares — an estimated $5K sold.

Safeguard Financial first reported a position in DBB in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 63 funds tracked by Wall St. Rank hold DBB as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco DB Base Metals Fund position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 314 Invesco DB Base Metals Fund shares in Q3 2023, an estimated $5K.
  • Safeguard Financial first reported a position in Invesco DB Base Metals Fund in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco DB Base Metals Fund position peaked at $5K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.