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Avidian Wealth Enterprises’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$676K Buy
+20,911
New +$636K 0.02% 415
2022
Q3 		– Sell
-7,590
Closed -$202K – 430
2022
Q2 		$202K Buy
+7,590
New +$213K 0.01% 420

Other funds holding DBC

GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises's DBC Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2026: 20,911 shares worth $676K. The stake represents 0.02% of the portfolio and ranks #415 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in DBC as recently as Q2 2022.

Avidian Wealth Enterprises first reported a position in DBC in Q2 2022 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold DBC as of Q3 2026.

  • Avidian Wealth Enterprises held 20,911 shares of Invesco DB Commodity Index Tracking Fund worth $676K as of Q3 2026.
  • Invesco DB Commodity Index Tracking Fund was a new Avidian Wealth Enterprises position in Q3 2026.
  • Invesco DB Commodity Index Tracking Fund made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #415 holding.
  • Avidian Wealth Enterprises first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2022 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.