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Summit Wealth & Retirement Planning’s Invesco DB Precious Metals Fund DBP Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-34,413
Closed -$1.65M – 108
2022
Q4 		$1.65M Buy
+34,413
New +$1.56M 0.67% 26

Other funds holding DBP

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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

Summit Wealth & Retirement Planning's DBP Position: Q1 2023 in Review

Summit Wealth & Retirement Planning sold out of Invesco DB Precious Metals Fund (DBP) in Q1 2023, closing a stake of 34,413 shares — an estimated $1.65M sold.

Summit Wealth & Retirement Planning first reported a position in DBP in Q4 2022 and held it in 1 quarter. The position peaked at $1.65M in Q4 2022. 42 funds tracked by Wall St. Rank hold DBP as of Q1 2023.

  • Summit Wealth & Retirement Planning reported no remaining Invesco DB Precious Metals Fund position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 34,413 Invesco DB Precious Metals Fund shares in Q1 2023, an estimated $1.65M.
  • Summit Wealth & Retirement Planning first reported a position in Invesco DB Precious Metals Fund in Q4 2022 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Invesco DB Precious Metals Fund position peaked at $1.65M in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q1 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2023, filed 11 May 2023.