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Avantax Advisory Services’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Avantax Advisory Services’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 		$725K Sell
33,221
-9,248
-22% -$198K ﹤0.01% 1356
2025
Q1 		$956K Buy
42,469
+6,400
+18% +$142K 0.01% 1114
2024
Q4 		$771K Sell
36,069
-3,762
-9% -$84K ﹤0.01% 1178
2024
Q3 		$887K Sell
39,831
-19,044
-32% -$425K 0.01% 1094
2024
Q2 		$1.37M Sell
58,875
-6,828
-10% -$160K 0.01% 818
2024
Q1 		$1.51M Sell
65,703
-110,022
-63% -$2.45M 0.01% 623
2023
Q4 		$3.87M Buy
175,725
+38,662
+28% +$924K 0.04% 326
2023
Q3 		$3.42M Sell
137,063
-12,717
-8% -$311K 0.04% 329
2023
Q2 		$3.4M Sell
149,780
-3,409
-2% -$79.1K 0.04% 328
2023
Q1 		$3.64M Buy
153,189
+11,371
+8% +$272K 0.04% 308
2022
Q4 		$3.5M Buy
141,818
+2,365
+2% +$59.3K 0.05% 294
2022
Q3 		$3.33M Buy
139,453
+10,309
+8% +$262K 0.05% 273
2022
Q2 		$3.44M Buy
129,144
+54,305
+73% +$1.53M 0.05% 267
2022
Q1 		$1.95M Buy
74,839
+14,634
+24% +$348K 0.03% 380
2021
Q4 		$1.25M Sell
60,205
-118
-0.2% -$2.46K 0.02% 463
2021
Q3 		$1.22M Sell
60,323
-682
-1% -$13.1K 0.02% 434
2021
Q2 		$1.17M Sell
61,005
-2,137
-3% -$39K 0.02% 439
2021
Q1 		$1.05M Buy
+63,142
New +$1.02M 0.02% 419
2020
Q4 		– Sell
-26,865
Closed -$348K – 1023
2020
Q3 		$348K Buy
26,865
+4,205
+19% +$54.8K 0.01% 956
2020
Q2 		$278K Buy
22,660
+341
+2% +$3.94K 0.01% 673
2020
Q1 		$251K Sell
22,319
-4,100
-16% -$57.3K 0.01% 646
2019
Q4 		$420K Buy
26,419
+13,725
+108% +$213K 0.01% 526
2019
Q3 		$194K Sell
12,694
-31
-0.2% -$474 0.01% 543
2019
Q2 		$200K Buy
+12,725
New +$201K 0.01% 488

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
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Advisory Services's DBC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco DB Commodity Index Tracking Fund (DBC) stake by 22% in Q2 2025, selling an estimated $198K and leaving 33,221 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Avantax Advisory Services first reported a position in DBC in Q2 2019 and has held it in 24 quarters since. The position peaked at $3.87M in Q4 2023. 196 funds tracked by Wall St. Rank hold DBC as of Q2 2025.

  • Avantax Advisory Services held 33,221 shares of Invesco DB Commodity Index Tracking Fund worth $725K as of Q2 2025.
  • Avantax Advisory Services sold 9,248 Invesco DB Commodity Index Tracking Fund shares in Q2 2025, an estimated $198K.
  • Invesco DB Commodity Index Tracking Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1356 holding.
  • Avantax Advisory Services first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2019 and has held it in 24 quarters since.
  • Avantax Advisory Services's Invesco DB Commodity Index Tracking Fund position peaked at $3.87M in Q4 2023.
  • 196 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.