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 Q2	$334K	Hold	12,520	–	–	0.27%	39
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 $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

ClientFirst Wealth Management's DBC Position: Q2 2026 in Review

ClientFirst Wealth Management held its Invesco DB Commodity Index Tracking Fund (DBC) position steady in Q2 2026 at 12,520 shares worth $334K. The position accounts for 0.27% of the portfolio, ranked #39.

ClientFirst Wealth Management first reported a position in DBC in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.13M in Q4 2021. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

ClientFirst Wealth Management held 12,520 shares of Invesco DB Commodity Index Tracking Fund worth $334K as of Q2 2026.
ClientFirst Wealth Management left its Invesco DB Commodity Index Tracking Fund share count unchanged in Q2 2026.
Invesco DB Commodity Index Tracking Fund made up 0.27% of ClientFirst Wealth Management's portfolio in Q2 2026, its #39 holding.
ClientFirst Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and has held it in 15 quarters since.
ClientFirst Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $1.13M in Q4 2021.
219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.