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

BKM 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	$1.47M	Sell	55,042 -14,673	-21%	-$432K	0.52%	56
2026 Q1	$2.02M	Sell	69,715 -1,035	-1%	-$26.3K	0.74%	42
2025 Q4	$1.58M	Buy	70,750 +2,917	+4%	+$66.3K	0.58%	52
2025 Q3	$1.53M	Buy	67,833 +3,165	+5%	+$70.4K	0.56%	54
2025 Q2	$1.41M	Sell	64,668 -802	-1%	-$17.2K	0.55%	55
2025 Q1	$1.47M	Buy	65,470 +1,803	+3%	+$40K	0.61%	55
2024 Q4	$1.36M	Buy	63,667 +3,137	+5%	+$70K	0.56%	58
2024 Q3	$1.35M	Buy	60,530 +3,014	+5%	+$67.3K	0.55%	57
2024 Q2	$1.34M	Buy	57,516 +8,021	+16%	+$188K	0.64%	49
2024 Q1	$1.14M	Buy	49,495 +3,055	+7%	+$67.9K	0.49%	67
2023 Q4	$1.02M	Buy	+46,440	New	+$1.11M	0.44%	62

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

BKM Wealth Management reduced its Invesco DB Commodity Index Tracking Fund (DBC) stake by 21% in Q2 2026, selling an estimated $432K and leaving 55,042 shares worth $1.47M. The position accounts for 0.52% of the portfolio, ranked #56.

BKM Wealth Management first reported a position in DBC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02M in Q1 2026. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

BKM Wealth Management held 55,042 shares of Invesco DB Commodity Index Tracking Fund worth $1.47M as of Q2 2026.
BKM Wealth Management sold 14,673 Invesco DB Commodity Index Tracking Fund shares in Q2 2026, an estimated $432K.
Invesco DB Commodity Index Tracking Fund made up 0.52% of BKM Wealth Management's portfolio in Q2 2026, its #56 holding.
BKM Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $2.02M in Q1 2026.
219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.