Surevest’s Invesco DB Base Metals Fund DBB Stock Holding History

Surevest’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
2022 Q3	$6K	Hold	310	–	–	﹤0.01%	310
2022 Q2	$6K	Hold	310	–	–	﹤0.01%	324
2022 Q1	$8K	Hold	310	–	–	﹤0.01%	289
2021 Q4	$7K	Buy	+310	New	+$6.67K	﹤0.01%	296

Other funds holding DBB

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Surevest's DBB Position: Q3 2022 in Review

Surevest held its Invesco DB Base Metals Fund (DBB) position steady in Q3 2022 at 310 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Surevest first reported a position in DBB in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q1 2022. 74 funds tracked by Wall St. Rank hold DBB as of Q3 2022.

Surevest held 310 shares of Invesco DB Base Metals Fund worth $6K as of Q3 2022.
Surevest left its Invesco DB Base Metals Fund share count unchanged in Q3 2022.
Invesco DB Base Metals Fund made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #310 holding.
Surevest first reported a position in Invesco DB Base Metals Fund in Q4 2021 and has held it in 4 quarters since.
Surevest's Invesco DB Base Metals Fund position peaked at $8K in Q1 2022.
74 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.