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Arkadios Wealth Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Arkadios Wealth Advisors’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,247
Closed -$479K – 1589
2025
Q3 		$479K Hold
21,247
– – 0.01% 949
2025
Q2 		$463K Sell
21,247
-131
-0.6% -$2.81K 0.01% 873
2025
Q1 		$481K Buy
21,378
+975
+5% +$21.6K 0.02% 721
2024
Q4 		$436K Sell
20,403
-460
-2% -$10.3K 0.02% 600
2024
Q3 		$465K Sell
20,863
-172,980
-89% -$3.86M 0.03% 565
2024
Q2 		$4.5M Sell
193,843
-8,109
-4% -$190K 0.3% 62
2024
Q1 		$4.64M Sell
201,952
-56,544
-22% -$1.26M 0.36% 59
2023
Q4 		$5.7M Buy
258,496
+10,066
+4% +$240K 0.48% 41
2023
Q3 		$6.2M Buy
248,430
+236,398
+1,965% +$5.77M 0.59% 35
2023
Q2 		$273K Buy
12,032
+30
+0.2% +$696 0.03% 474
2023
Q1 		$285K Buy
12,002
+3
+0% +$72 0.03% 449
2022
Q4 		$296K Buy
11,999
+53
+0.4% +$1.33K 0.04% 411
2022
Q3 		$286K Buy
11,946
+19
+0.2% +$482 0.04% 392
2022
Q2 		$318K Buy
11,927
+152
+1% +$4.27K 0.05% 383
2022
Q1 		$307K Buy
11,775
+1,579
+15% +$37.5K 0.04% 421
2021
Q4 		$212K Buy
10,196
+7
+0.1% +$146 0.03% 539
2021
Q3 		$205K Sell
10,189
-2,664
-21% -$51.1K 0.03% 499
2021
Q2 		$247K Buy
12,853
+1,118
+10% +$20.4K 0.03% 485
2021
Q1 		$194K Buy
11,735
+8,700
+287% +$141K 0.03% 419
2020
Q4 		$44K Buy
3,035
+2,730
+895% +$37.3K 0.01% 575
2020
Q3 		$4.06K Hold
305
– – ﹤0.01% 876
2020
Q2 		$3.85K Sell
305
-1,793
-85% -$20.7K ﹤0.01% 809
2020
Q1 		$23.6K Hold
2,098
– – 0.02% 455
2019
Q4 		$30.8K Buy
+2,098
New +$32.6K 0.02% 384

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's DBC Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2025, closing a stake of 21,247 shares — an estimated $479K sold.

Arkadios Wealth Advisors first reported a position in DBC in Q4 2019 and held it in 24 quarters. The position peaked at $6.2M in Q3 2023. 209 funds tracked by Wall St. Rank hold DBC as of Q4 2025.

  • Arkadios Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 21,247 Invesco DB Commodity Index Tracking Fund shares in Q4 2025, an estimated $479K.
  • Arkadios Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2019 and held it in 24 quarters.
  • Arkadios Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $6.2M in Q3 2023.
  • 209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.