U.S. Capital Wealth Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

U.S. Capital Wealth Advisors’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	–	Sell	-69,173	Closed	-$1.39M	–	1611
2022 Q3	$1.39M	Buy	69,173 +54,173	+361%	+$1.09M	0.07%	270
2022 Q2	$306K	Buy	+15,000	New	+$330K	0.01%	550

Other funds holding DBA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's DBA Position: Q4 2022 in Review

U.S. Capital Wealth Advisors sold out of Invesco DB Agriculture Fund (DBA) in Q4 2022, closing a stake of 69,173 shares — an estimated $1.39M sold.

U.S. Capital Wealth Advisors first reported a position in DBA in Q2 2022 and held it in 2 quarters. The position peaked at $1.39M in Q3 2022. 171 funds tracked by Wall St. Rank hold DBA as of Q4 2022.

U.S. Capital Wealth Advisors reported no remaining Invesco DB Agriculture Fund position as of Q4 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 69,173 Invesco DB Agriculture Fund shares in Q4 2022, an estimated $1.39M.
U.S. Capital Wealth Advisors first reported a position in Invesco DB Agriculture Fund in Q2 2022 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Invesco DB Agriculture Fund position peaked at $1.39M in Q3 2022.
171 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q4 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.