Valeo Financial Advisors’s Invesco DB Precious Metals Fund DBP Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-50	Closed	-$2K	–	816
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	1786
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	1459
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	1335
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	1740
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	1502
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	1441
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1368
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	1390
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	1341
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1267
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	1444
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	1328
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	1317
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	1173
2017 Q3	$2K	Buy	+50	New	+$1.9K	﹤0.01%	1006

Other funds holding DBP

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

TYCC

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

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Valeo Financial Advisors's DBP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco DB Precious Metals Fund (DBP) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in DBP in Q3 2017 and held it in 15 quarters. The position peaked at $3K in Q4 2020. 42 funds tracked by Wall St. Rank hold DBP as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco DB Precious Metals Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 50 Invesco DB Precious Metals Fund shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Invesco DB Precious Metals Fund in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Invesco DB Precious Metals Fund position peaked at $3K in Q4 2020.
42 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.