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Atria Wealth Solutions’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Atria Wealth Solutions’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
Q2 		$983K Sell
45,085
-28,124
-38% -$603K 0.02% 639
2025
Q1 		$1.65M Buy
73,209
+41,875
+134% +$928K 0.02% 705
2024
Q4 		$670K Sell
31,334
-192
-0.6% -$4.29K 0.01% 1107
2024
Q3 		$702K Sell
31,526
-38
-0.1% -$848 0.01% 1072
2024
Q2 		$733K Buy
31,564
+640
+2% +$15K 0.01% 1035
2024
Q1 		$710K Buy
30,924
+19,157
+163% +$426K 0.01% 1067
2023
Q4 		$259K Buy
11,767
+1,224
+12% +$29.2K ﹤0.01% 1603
2023
Q3 		$263K Sell
10,543
-1,719
-14% -$42K ﹤0.01% 1499
2023
Q2 		$278K Buy
12,262
+390
+3% +$9.04K ﹤0.01% 1494
2023
Q1 		$282K Sell
11,872
-6,843
-37% -$164K ﹤0.01% 1455
2022
Q4 		$461K Sell
18,715
-3,088
-14% -$77.4K 0.01% 1124
2022
Q3 		$521K Buy
21,803
+2,432
+13% +$61.8K 0.01% 999
2022
Q2 		$516K Sell
19,371
-920
-5% -$25.8K 0.01% 964
2022
Q1 		$529K Buy
+20,291
New +$482K 0.01% 1043

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Atria Wealth Solutions's DBC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco DB Commodity Index Tracking Fund (DBC) stake by 38% in Q2 2025, selling an estimated $603K and leaving 45,085 shares worth $983K. The position accounts for 0.02% of the portfolio, ranked #639.

Atria Wealth Solutions first reported a position in DBC in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.65M in Q1 2025. 196 funds tracked by Wall St. Rank hold DBC as of Q2 2025.

  • Atria Wealth Solutions held 45,085 shares of Invesco DB Commodity Index Tracking Fund worth $983K as of Q2 2025.
  • Atria Wealth Solutions sold 28,124 Invesco DB Commodity Index Tracking Fund shares in Q2 2025, an estimated $603K.
  • Invesco DB Commodity Index Tracking Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #639 holding.
  • Atria Wealth Solutions first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco DB Commodity Index Tracking Fund position peaked at $1.65M in Q1 2025.
  • 196 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.