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 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

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

Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return

Envestnet Asset Management

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return