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

SFG 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
2022
Q4 		– Sell
-12,663
Closed -$254K – 80
2022
Q3 		$254K Buy
+12,663
New +$256K 0.34% 57

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

SFG Wealth Management's DBA Position: Q4 2022 in Review

SFG Wealth Management sold out of Invesco DB Agriculture Fund (DBA) in Q4 2022, closing a stake of 12,663 shares — an estimated $254K sold.

SFG Wealth Management first reported a position in DBA in Q3 2022 and held it in 1 quarter. The position peaked at $254K in Q3 2022. 171 funds tracked by Wall St. Rank hold DBA as of Q4 2022.

  • SFG Wealth Management reported no remaining Invesco DB Agriculture Fund position as of Q4 2022 after selling out during the quarter.
  • SFG Wealth Management sold 12,663 Invesco DB Agriculture Fund shares in Q4 2022, an estimated $254K.
  • SFG Wealth Management first reported a position in Invesco DB Agriculture Fund in Q3 2022 and held it in 1 quarter.
  • SFG Wealth Management's Invesco DB Agriculture Fund position peaked at $254K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q4 2022.

Based on SFG Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.