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

Axxcess 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 Q1	–	Sell	-21,028	Closed	-$470K	–	516
2025 Q4	$470K	Buy	+21,028	New	+$478K	0.01%	721
2023 Q1	–	Sell	-68,849	Closed	-$1.7M	–	647
2022 Q4	$1.7M	Sell	68,849 -935	-1%	-$23.4K	0.14%	144
2022 Q3	$1.67M	Sell	69,784 -140,647	-67%	-$3.57M	0.16%	128
2022 Q2	$5.61M	Buy	210,431 +23,498	+13%	+$660K	0.52%	40
2022 Q1	$4.87M	Sell	186,933 -16,551	-8%	-$394K	0.38%	59
2021 Q4	$4.23M	Buy	+203,484	New	+$4.24M	0.31%	63

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axxcess Wealth Management's DBC Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2026, closing a stake of 21,028 shares — an estimated $470K sold.

Axxcess Wealth Management first reported a position in DBC in Q4 2021 and held it in 6 quarters. The position peaked at $5.61M in Q2 2022. 221 funds tracked by Wall St. Rank hold DBC as of Q1 2026.

Axxcess Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 21,028 Invesco DB Commodity Index Tracking Fund shares in Q1 2026, an estimated $470K.
Axxcess Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and held it in 6 quarters.
Axxcess Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $5.61M in Q2 2022.
221 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.