SPC
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Sigma Planning Corp’s Invesco DB Agriculture Fund DBA Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-43,392
Closed -$929K – 912
2023
Q3 		$929K Buy
43,392
+1,467
+3% +$31.8K 0.03% 485
2023
Q2 		$883K Buy
+41,925
New +$880K 0.03% 510
2022
Q4 		– Sell
-42,066
Closed -$842K – 1288
2022
Q3 		$842K Sell
42,066
-3,179
-7% -$64.2K 0.03% 520
2022
Q2 		$922K Buy
45,245
+986
+2% +$21.7K 0.03% 497
2022
Q1 		$968K Buy
+44,259
New +$928K 0.03% 556
2021
Q4 		– Sell
-11,700
Closed -$224K – 1406
2021
Q3 		$224K Buy
+11,700
New +$220K 0.01% 1210
2015
Q1 		– Sell
-9,784
Closed -$244K – 758
2014
Q4 		$244K Buy
+9,784
New +$251K 0.03% 578

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return