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Simplicity Wealth’s Invesco DB Agriculture Fund DBA Stock Holding History

Simplicity Wealth’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
2025
Q1 		– Sell
-16,478
Closed -$438K – 569
2024
Q4 		$438K Buy
+16,478
New +$430K 0.09% 183

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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Simplicity Wealth's DBA Position: Q1 2025 in Review

Simplicity Wealth sold out of Invesco DB Agriculture Fund (DBA) in Q1 2025, closing a stake of 16,478 shares — an estimated $438K sold.

Simplicity Wealth first reported a position in DBA in Q4 2024 and held it in 1 quarter. The position peaked at $438K in Q4 2024. 141 funds tracked by Wall St. Rank hold DBA as of Q1 2025.

  • Simplicity Wealth reported no remaining Invesco DB Agriculture Fund position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 16,478 Invesco DB Agriculture Fund shares in Q1 2025, an estimated $438K.
  • Simplicity Wealth first reported a position in Invesco DB Agriculture Fund in Q4 2024 and held it in 1 quarter.
  • Simplicity Wealth's Invesco DB Agriculture Fund position peaked at $438K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.