Summit Wealth & Retirement Planning
DBP icon

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 $128B AUM 35.83% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Coppell Advisory Solutions
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Coppell Advisory Solutions Corp
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.