Steward Partners Investment Advisory’s Invesco DB Base Metals Fund DBB Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$467K	Sell	19,362 -13,281	-41%	-$334K	﹤0.01%	1732
2026 Q1	$767K	Sell	32,643 -12,847	-28%	-$306K	﹤0.01%	1300
2025 Q4	$1.04M	Buy	45,490 +7,310	+19%	+$159K	0.01%	1048
2025 Q3	$784K	Buy	38,180 +37,284	+4,161%	+$734K	﹤0.01%	1163
2025 Q2	$17.4K	Buy	896 +146	+19%	+$2.69K	﹤0.01%	2977
2025 Q1	$14.4K	Sell	750 -139	-16%	-$2.68K	﹤0.01%	2940
2024 Q4	$16.8K	Buy	889 +786	+763%	+$15.9K	﹤0.01%	2878
2024 Q3	$2.14K	Buy	+103	New	+$2K	﹤0.01%	3426
2021 Q1	–	Sell	-18,950	Closed	-$327K	–	3433
2020 Q4	$327K	Buy	18,950 +18,747	+9,235%	+$309K	0.01%	886
2020 Q3	$3K	Hold	203	–	–	﹤0.01%	2481
2020 Q2	$3K	Hold	203	–	–	﹤0.01%	2373
2020 Q1	$2K	Hold	203	–	–	﹤0.01%	2271
2019 Q4	$3K	Hold	203	–	–	﹤0.01%	2341
2019 Q3	$3K	Hold	203	–	–	﹤0.01%	2343
2019 Q2	$3K	Buy	+203	New	+$3.24K	﹤0.01%	2341
2018 Q4	–	Sell	-200	Closed	-$3K	–	1060
2018 Q3	$3K	Hold	200	–	–	﹤0.01%	2267
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	2057
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	1910
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	1623
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	1394
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	1328
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	1219
2016 Q4	$2K	Buy	+200	New	+$2.95K	﹤0.01%	750

Other funds holding DBB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Solstein Capital Menlo Park, California $292M AUM 29.32% 1-Year Est. Return

Steward Partners Investment Advisory's DBB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco DB Base Metals Fund (DBB) stake by 41% in Q2 2026, selling an estimated $334K and leaving 19,362 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Steward Partners Investment Advisory first reported a position in DBB in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.04M in Q4 2025. 85 funds tracked by Wall St. Rank hold DBB as of Q2 2026.

Steward Partners Investment Advisory held 19,362 shares of Invesco DB Base Metals Fund worth $467K as of Q2 2026.
Steward Partners Investment Advisory sold 13,281 Invesco DB Base Metals Fund shares in Q2 2026, an estimated $334K.
Invesco DB Base Metals Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1732 holding.
Steward Partners Investment Advisory first reported a position in Invesco DB Base Metals Fund in Q4 2016 and has held it in 23 quarters since.
Steward Partners Investment Advisory's Invesco DB Base Metals Fund position peaked at $1.04M in Q4 2025.
85 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.