AWM
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Avondale Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Avondale Wealth Management’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
Q2 		$276K Buy
10,349
+1,519
+17% +$44.7K 0.11% 59
2026
Q1 		$256K Buy
+8,830
New +$224K 0.13% 62

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
MB
Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Avondale Wealth Management's DBC Position: Q2 2026 in Review

Avondale Wealth Management increased its Invesco DB Commodity Index Tracking Fund (DBC) stake by 17% in Q2 2026, buying an estimated $44.7K and bringing the position to 10,349 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #59.

Avondale Wealth Management first reported a position in DBC in Q1 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

  • Avondale Wealth Management held 10,349 shares of Invesco DB Commodity Index Tracking Fund worth $276K as of Q2 2026.
  • Avondale Wealth Management bought 1,519 Invesco DB Commodity Index Tracking Fund shares in Q2 2026, an estimated $44.7K.
  • Invesco DB Commodity Index Tracking Fund made up 0.11% of Avondale Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Avondale Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2026 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.