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

SMART 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
2023
Q1 		– Sell
-32,913
Closed -$663K – 73
2022
Q4 		$663K Buy
+32,913
New +$657K 0.5% 43

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
PP
Passaic Partners Newark, New Jersey $1.07B AUM 16.56% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

SMART Wealth's DBA Position: Q1 2023 in Review

SMART Wealth sold out of Invesco DB Agriculture Fund (DBA) in Q1 2023, closing a stake of 32,913 shares — an estimated $663K sold.

SMART Wealth first reported a position in DBA in Q4 2022 and held it in 1 quarter. The position peaked at $663K in Q4 2022. 155 funds tracked by Wall St. Rank hold DBA as of Q1 2023.

  • SMART Wealth reported no remaining Invesco DB Agriculture Fund position as of Q1 2023 after selling out during the quarter.
  • SMART Wealth sold 32,913 Invesco DB Agriculture Fund shares in Q1 2023, an estimated $663K.
  • SMART Wealth first reported a position in Invesco DB Agriculture Fund in Q4 2022 and held it in 1 quarter.
  • SMART Wealth's Invesco DB Agriculture Fund position peaked at $663K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2023.

Based on SMART Wealth's 13F filing for Q1 2023, filed 16 Dec 2024.