SWM
DBA icon

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

SeaCrest 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
2023
Q2 		– Sell
-18,828
Closed -$385K – 639
2023
Q1 		$385K Buy
18,828
+533
+3% +$10.6K 0.05% 402
2022
Q4 		$369K Hold
18,295
– – 0.05% 403
2022
Q3 		$366K Sell
18,295
-631
-3% -$12.7K 0.06% 385
2022
Q2 		$386K Buy
18,926
+1,796
+10% +$39.5K 0.05% 400
2022
Q1 		$375K Buy
+17,130
New +$359K 0.04% 443
2019
Q2 		– Sell
-200
Closed -$3K – 809
2019
Q1 		$3K Hold
200
– – ﹤0.01% 1833
2018
Q4 		$3K Hold
200
– – ﹤0.01% 1811
2018
Q3 		$3K Hold
200
– – ﹤0.01% 1973
2018
Q2 		$4K Hold
200
– – ﹤0.01% 1861
2018
Q1 		$4K Hold
200
– – ﹤0.01% 1833
2017
Q4 		$4K Buy
+200
New +$3.79K ﹤0.01% 1854

Other funds holding DBA

Morgan Stanley
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
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
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return