ClientFirst Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

ClientFirst 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	$362K	Hold	12,520	–	–	0.31%	30
2025 Q4	$280K	Hold	12,520	–	–	0.22%	41
2025 Q3	$282K	Sell	12,520 -255	-2%	-$5.67K	0.23%	42
2025 Q2	$279K	Hold	12,775	–	–	0.28%	37
2025 Q1	$287K	Hold	12,775	–	–	0.33%	33
2024 Q4	$273K	Buy	+12,775	New	+$285K	0.28%	37
2023 Q3	$317K	Hold	12,775	–	–	0.38%	21
2023 Q2	$302K	Hold	12,775	–	–	0.36%	20
2023 Q1	$312K	Hold	12,775	–	–	0.42%	18
2022 Q4	$315K	Hold	12,775	–	–	0.4%	17
2022 Q3	$328K	Hold	12,775	–	–	0.41%	19
2022 Q2	$340K	Sell	12,775 -29,500	-70%	-$829K	0.52%	19
2022 Q1	$1.1M	Sell	42,275 -1,000	-2%	-$23.8K	1.02%	13
2021 Q4	$1.13M	Buy	+43,275	New	+$903K	1.01%	13

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 $377B AUM 19.32% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClientFirst Wealth Management's DBC Position: Q1 2026 in Review

ClientFirst Wealth Management held its Invesco DB Commodity Index Tracking Fund (DBC) position steady in Q1 2026 at 12,520 shares worth $362K. The position accounts for 0.31% of the portfolio, ranked #30.

ClientFirst Wealth Management first reported a position in DBC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2021. 221 funds tracked by Wall St. Rank hold DBC as of Q1 2026.

ClientFirst Wealth Management held 12,520 shares of Invesco DB Commodity Index Tracking Fund worth $362K as of Q1 2026.
ClientFirst Wealth Management left its Invesco DB Commodity Index Tracking Fund share count unchanged in Q1 2026.
Invesco DB Commodity Index Tracking Fund made up 0.31% of ClientFirst Wealth Management's portfolio in Q1 2026, its #30 holding.
ClientFirst Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and has held it in 14 quarters since.
ClientFirst Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $1.13M in Q4 2021.
221 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.