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 Q3	–	Sell	-19,005	Closed	-$507K	–	1042
2026 Q2	$507K	Buy	+19,005	New	+$559K	0.01%	718
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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Axxcess Wealth Management's DBC Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2026, closing a stake of 19,005 shares — an estimated $507K sold.

Axxcess Wealth Management first reported a position in DBC in Q4 2021 and held it in 7 quarters. The position peaked at $5.61M in Q2 2022. 119 funds tracked by Wall St. Rank hold DBC as of Q3 2026.

Axxcess Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 19,005 Invesco DB Commodity Index Tracking Fund shares in Q3 2026, an estimated $507K.
Axxcess Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and held it in 7 quarters.
Axxcess Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $5.61M in Q2 2022.
119 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.