SFS
DBB icon

Sowell Financial Services’s Invesco DB Base Metals Fund DBB Stock Holding History

Sowell Financial Services’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-140
Closed -$3K – 1026
2021
Q1 		$3K Buy
+140
New +$2.54K ﹤0.01% 2722

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Sowell Financial Services's DBB Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco DB Base Metals Fund (DBB) in Q2 2021, closing a stake of 140 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in DBB in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 64 funds tracked by Wall St. Rank hold DBB as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco DB Base Metals Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 140 Invesco DB Base Metals Fund shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Invesco DB Base Metals Fund in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Invesco DB Base Metals Fund position peaked at $3K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.