SFP
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Sterling Financial Planning’s Invesco DB Agriculture Fund DBA Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-350
Closed -$7K – 170
2021
Q3 		$7K Buy
+350
New +$6.57K ﹤0.01% 343

Other funds holding DBA

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
PP
Passaic Partners Newark, New Jersey $1.36B AUM 18.52% 1-Year Est. Return
HVM
Harvest Volatility Management Norwalk, Connecticut $4.39M AUM 13.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sterling Financial Planning's DBA Position: Q4 2021 in Review

Sterling Financial Planning sold out of Invesco DB Agriculture Fund (DBA) in Q4 2021, closing a stake of 350 shares — an estimated $7K sold.

Sterling Financial Planning first reported a position in DBA in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 139 funds tracked by Wall St. Rank hold DBA as of Q4 2021.

  • Sterling Financial Planning reported no remaining Invesco DB Agriculture Fund position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 350 Invesco DB Agriculture Fund shares in Q4 2021, an estimated $7K.
  • Sterling Financial Planning first reported a position in Invesco DB Agriculture Fund in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's Invesco DB Agriculture Fund position peaked at $7K in Q3 2021.
  • 139 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.