Tyler-Stone Wealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-55	Closed	-$3.15K	–	443
2024 Q2	$3.15K	Hold	55	–	–	﹤0.01%	812
2024 Q1	$2.94K	Hold	55	–	–	﹤0.01%	810
2023 Q4	$2.75K	Hold	55	–	–	﹤0.01%	783
2023 Q3	$3K	Hold	55	–	–	﹤0.01%	766
2023 Q2	$3K	Buy	+55	New	+$2.82K	﹤0.01%	757
2022 Q4	$3K	Hold	55	–	–	﹤0.01%	712
2022 Q3	$2K	Hold	55	–	–	﹤0.01%	740
2022 Q2	$3K	Hold	55	–	–	﹤0.01%	719
2022 Q1	$3K	Hold	55	–	–	﹤0.01%	715
2021 Q4	$3K	Buy	+55	New	+$2.66K	﹤0.01%	750

Other funds holding DBP

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tyler-Stone Wealth Management's DBP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco DB Precious Metals Fund (DBP) in Q3 2024, closing a stake of 55 shares — an estimated $3.15K sold.

Tyler-Stone Wealth Management first reported a position in DBP in Q4 2021 and held it in 10 quarters. The position peaked at $3.15K in Q2 2024. 37 funds tracked by Wall St. Rank hold DBP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Invesco DB Precious Metals Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 55 Invesco DB Precious Metals Fund shares in Q3 2024, an estimated $3.15K.
Tyler-Stone Wealth Management first reported a position in Invesco DB Precious Metals Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Invesco DB Precious Metals Fund position peaked at $3.15K in Q2 2024.
37 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.