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Coppell Advisory Solutions’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-190
Closed -$4.04K – 666
2024
Q4 		$4.04K Buy
190
+100
+111% +$2.23K ﹤0.01% 1379
2024
Q3 		$1.95K Sell
90
-2,053
-96% -$45.8K ﹤0.01% 1450
2024
Q2 		$49.8K Buy
+2,143
New +$50.1K 0.01% 499
2023
Q4 		$127K Buy
+5,764
New +$138K 0.03% 326

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coppell Advisory Solutions's DBC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2025, closing a stake of 190 shares — an estimated $4.04K sold.

Coppell Advisory Solutions first reported a position in DBC in Q4 2023 and held it in 4 quarters. The position peaked at $127K in Q4 2023. 209 funds tracked by Wall St. Rank hold DBC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 190 Invesco DB Commodity Index Tracking Fund shares in Q1 2025, an estimated $4.04K.
  • Coppell Advisory Solutions first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Invesco DB Commodity Index Tracking Fund position peaked at $127K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.