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WealthPlan Investment Management’s Invesco DB Agriculture Fund DBA Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-615
Closed -$13K – 200
2023
Q2 		$13K Hold
615
– – ﹤0.01% 267
2023
Q1 		$12.6K Buy
+615
New +$12.3K ﹤0.01% 312

Other funds holding DBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthPlan Investment Management's DBA Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Invesco DB Agriculture Fund (DBA) in Q3 2023, closing a stake of 615 shares — an estimated $13K sold.

WealthPlan Investment Management first reported a position in DBA in Q1 2023 and held it in 2 quarters. The position peaked at $13K in Q2 2023. 153 funds tracked by Wall St. Rank hold DBA as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Invesco DB Agriculture Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 615 Invesco DB Agriculture Fund shares in Q3 2023, an estimated $13K.
  • WealthPlan Investment Management first reported a position in Invesco DB Agriculture Fund in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Invesco DB Agriculture Fund position peaked at $13K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.