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Tyler-Stone Wealth Management’s Invesco DB Agriculture Fund DBA Stock Holding History

Tyler-Stone Wealth Management’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
2022
Q4 		$3K Hold
136
– – ﹤0.01% 711
2022
Q3 		$3K Hold
136
– – ﹤0.01% 705
2022
Q2 		$3K Buy
+136
New +$2.99K ﹤0.01% 718

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Tyler-Stone Wealth Management's DBA Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Invesco DB Agriculture Fund (DBA) position steady in Q4 2022 at 136 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Tyler-Stone Wealth Management first reported a position in DBA in Q2 2022 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold DBA as of Q4 2022.

  • Tyler-Stone Wealth Management held 136 shares of Invesco DB Agriculture Fund worth $3K as of Q4 2022.
  • Tyler-Stone Wealth Management left its Invesco DB Agriculture Fund share count unchanged in Q4 2022.
  • Invesco DB Agriculture Fund made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #711 holding.
  • Tyler-Stone Wealth Management first reported a position in Invesco DB Agriculture Fund in Q2 2022 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.