Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco DB Base Metals Fund DBB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Hold
441
– – ﹤0.01% 4762
2025
Q4 		$10K Sell
441
-139
-24% -$3.02K ﹤0.01% 4535
2025
Q3 		$12K Hold
580
– – ﹤0.01% 4389
2025
Q2 		$11K Sell
580
-3
-0.5% -$55 ﹤0.01% 4229
2025
Q1 		$11K Hold
583
– – ﹤0.01% 4044
2024
Q4 		$11K Buy
583
+17
+3% +$344 ﹤0.01% 3803
2024
Q3 		$12K Sell
566
-43
-7% -$837 ﹤0.01% 3671
2024
Q2 		$12K Sell
609
-334
-35% -$6.75K ﹤0.01% 3425
2024
Q1 		$17K Sell
943
-5,489
-85% -$96.1K ﹤0.01% 3004
2023
Q4 		$118K Buy
6,432
+4,471
+228% +$82.2K ﹤0.01% 1652
2023
Q3 		$38K Buy
1,961
+1,842
+1,548% +$33.8K ﹤0.01% 2240
2023
Q2 		$2K Buy
+119
New +$2.22K ﹤0.01% 3774

Other funds holding DBB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DBB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco DB Base Metals Fund (DBB) position steady in Q1 2026 at 441 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4762.

Carson Wealth (CWM LLC) first reported a position in DBB in Q2 2023 and has held it in 12 quarters since. The position peaked at $118K in Q4 2023. 82 funds tracked by Wall St. Rank hold DBB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 441 shares of Invesco DB Base Metals Fund worth $10.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco DB Base Metals Fund share count unchanged in Q1 2026.
  • Invesco DB Base Metals Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4762 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco DB Base Metals Fund in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco DB Base Metals Fund position peaked at $118K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.