Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Carson Wealth (CWM LLC)’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 		$111K Buy
3,844
+982
+34% +$24.9K ﹤0.01% 3168
2025
Q4 		$64K Buy
2,862
+91
+3% +$2.07K ﹤0.01% 3416
2025
Q3 		$62K Sell
2,771
-2,230
-45% -$49.6K ﹤0.01% 3346
2025
Q2 		$109K Hold
5,001
– – ﹤0.01% 2631
2025
Q1 		$113K Hold
5,001
– – ﹤0.01% 2338
2024
Q4 		$107K Buy
5,001
+229
+5% +$5.11K ﹤0.01% 2241
2024
Q3 		$106K Buy
4,772
+22
+0.5% +$491 ﹤0.01% 2162
2024
Q2 		$110K Hold
4,750
– – ﹤0.01% 1906
2024
Q1 		$109K Sell
4,750
-47
-1% -$1.04K ﹤0.01% 1825
2023
Q4 		$106K Buy
4,797
+1,823
+61% +$43.6K ﹤0.01% 1722
2023
Q3 		$74K Sell
2,974
-74
-2% -$1.81K ﹤0.01% 1822
2023
Q2 		$69K Sell
3,048
-187
-6% -$4.34K ﹤0.01% 1780
2023
Q1 		$77K Buy
3,235
+686
+27% +$16.4K ﹤0.01% 1624
2022
Q4 		$63K Buy
2,549
+39
+2% +$977 ﹤0.01% 1609
2022
Q3 		$60K Hold
2,510
– – ﹤0.01% 1580
2022
Q2 		$67K Hold
2,510
– – ﹤0.01% 1484
2022
Q1 		$65K Hold
2,510
– – ﹤0.01% 1485
2021
Q4 		$52K Buy
+2,510
New +$52.4K ﹤0.01% 1553
2019
Q1 		– Sell
-1,660
Closed -$24K – 2996
2018
Q4 		$24K Hold
1,660
– – ﹤0.01% 1078
2018
Q3 		$30K Hold
1,660
– – ﹤0.01% 858
2018
Q2 		$29K Buy
1,660
+1,301
+362% +$22.9K ﹤0.01% 750
2018
Q1 		$6K Hold
359
– – ﹤0.01% 962
2017
Q4 		$6K Hold
359
– – ﹤0.01% 1022
2017
Q3 		$6K Hold
359
– – ﹤0.01% 1018
2017
Q2 		$5K Hold
359
– – ﹤0.01% 877
2017
Q1 		$5K Buy
+359
New +$5.58K ﹤0.01% 860
2016
Q4 		– Sell
-832
Closed -$12K – 1113
2016
Q3 		$12K Sell
832
-20,919
-96% -$307K ﹤0.01% 651
2016
Q2 		$334K Buy
+21,751
New +$315K 0.02% 220

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco DB Commodity Index Tracking Fund (DBC) stake by 34% in Q1 2026, buying an estimated $24.9K and bringing the position to 3,844 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

Carson Wealth (CWM LLC) first reported a position in DBC in Q2 2016 and has held it in 28 quarters since. The position peaked at $334K in Q2 2016. 222 funds tracked by Wall St. Rank hold DBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,844 shares of Invesco DB Commodity Index Tracking Fund worth $111K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 982 Invesco DB Commodity Index Tracking Fund shares in Q1 2026, an estimated $24.9K.
  • Invesco DB Commodity Index Tracking Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3168 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2016 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco DB Commodity Index Tracking Fund position peaked at $334K in Q2 2016.
  • 222 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2026.

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