Clarus Wealth Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Clarus Wealth Advisors’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
2020 Q1	–	Sell	-32,741	Closed	-$520K	–	117
2019 Q4	$520K	Sell	32,741 -3,476	-10%	-$54K	0.34%	78
2019 Q3	$545K	Buy	36,217 +2,404	+7%	+$36.7K	0.4%	58
2019 Q2	$532K	Buy	33,813 +33,307	+6,582%	+$526K	0.38%	43
2019 Q1	$8K	Hold	506	–	–	0.01%	540
2018 Q4	$7K	Sell	506 -73	-13%	-$1.2K	0.01%	551
2018 Q3	$10K	Buy	579 +79	+16%	+$1.36K	0.01%	537
2018 Q2	$8K	Buy	+500	New	+$8.8K	0.01%	558

Other funds holding DBC

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Clarus Wealth Advisors's DBC Position: Q1 2020 in Review

Clarus Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2020, closing a stake of 32,741 shares — an estimated $520K sold.

Clarus Wealth Advisors first reported a position in DBC in Q2 2018 and held it in 7 quarters. The position peaked at $545K in Q3 2019. 179 funds tracked by Wall St. Rank hold DBC as of Q1 2020.

Clarus Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 32,741 Invesco DB Commodity Index Tracking Fund shares in Q1 2020, an estimated $520K.
Clarus Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2018 and held it in 7 quarters.
Clarus Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $545K in Q3 2019.
179 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2020.

Based on Clarus Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.