Carson Wealth (CWM LLC)
DBP icon

Carson Wealth (CWM LLC)’s Invesco DB Precious Metals Fund DBP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.5K Hold
304
– – ﹤0.01% 4087
2025
Q4 		$31K Hold
304
– – ﹤0.01% 3927
2025
Q3 		$27K Hold
304
– – ﹤0.01% 3944
2025
Q2 		$23K Hold
304
– – ﹤0.01% 3817
2025
Q1 		$22K Hold
304
– – ﹤0.01% 3599
2024
Q4 		$18K Buy
+304
New +$19.5K ﹤0.01% 3506

Other funds holding DBP

TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco DB Precious Metals Fund (DBP) position steady in Q1 2026 at 304 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4087.

Carson Wealth (CWM LLC) first reported a position in DBP in Q4 2024 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold DBP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 304 shares of Invesco DB Precious Metals Fund worth $33.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco DB Precious Metals Fund share count unchanged in Q1 2026.
  • Invesco DB Precious Metals Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4087 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco DB Precious Metals Fund in Q4 2024 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q1 2026.

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