SWM
DGL

Spire Wealth Management’s Invesco DB Gold Fund DGL Stock Holding History

Spire Wealth Management’s Portfolio DGL Stock Details DGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$5K – 2743
2022
Q2 		$5K Hold
100
– – ﹤0.01% 2165
2022
Q1 		$6K Buy
+100
New +$5.37K ﹤0.01% 2218

Other funds holding DGL

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spire Wealth Management's DGL Position: Q3 2022 in Review

Spire Wealth Management sold out of Invesco DB Gold Fund (DGL) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in DGL in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 25 funds tracked by Wall St. Rank hold DGL as of Q3 2022.

  • Spire Wealth Management reported no remaining Invesco DB Gold Fund position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 100 Invesco DB Gold Fund shares in Q3 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in Invesco DB Gold Fund in Q1 2022 and held it in 2 quarters.
  • Spire Wealth Management's Invesco DB Gold Fund position peaked at $6K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Invesco DB Gold Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.