CIA
DBB icon

Concurrent Investment Advisors’s Invesco DB Base Metals Fund DBB Stock Holding History

Concurrent Investment Advisors’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,000
Closed -$546K – 2127
2026
Q1 		$546K Buy
+20,000
New +$476K 0.01% 1166

Other funds holding DBB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $292M AUM 29.32% 1-Year Est. Return

Concurrent Investment Advisors's DBB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Invesco DB Base Metals Fund (DBB) stake by 93% in Q2 2026, selling an estimated $2.91M and leaving 8,348 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Concurrent Investment Advisors first reported a position in DBB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.91M in Q1 2026. 85 funds tracked by Wall St. Rank hold DBB as of Q2 2026.

  • Concurrent Investment Advisors held 8,348 shares of Invesco DB Base Metals Fund worth $201K as of Q2 2026.
  • Concurrent Investment Advisors sold 115,638 Invesco DB Base Metals Fund shares in Q2 2026, an estimated $2.91M.
  • Invesco DB Base Metals Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1943 holding.
  • Concurrent Investment Advisors first reported a position in Invesco DB Base Metals Fund in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Invesco DB Base Metals Fund position peaked at $2.91M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.