Cornerstone Planning Group’s Invesco DB Base Metals Fund DBB Stock Holding History

Cornerstone Planning Group’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	$73.8K	Sell	2,960 -1	-0%	-$25	0.01%	314
2026 Q1	$74.2K	Buy	2,961 +1	+0%	+$24	0.01%	304
2025 Q4	$72.7K	Buy	2,960 +76	+3%	+$1.65K	0.01%	266
2025 Q3	$62.6K	Hold	2,884	–	–	0.01%	288
2025 Q2	$55.4K	Hold	2,884	–	–	0.01%	221
2025 Q1	$52.7K	Hold	2,884	–	–	0.01%	228
2024 Q4	$54.6K	Buy	2,884 +129	+5%	+$2.61K	0.01%	174
2024 Q3	$57.2K	Hold	2,755	–	–	0.02%	174
2024 Q2	$50.5K	Hold	2,755	–	–	0.01%	197
2024 Q1	$56K	Hold	2,755	–	–	0.02%	162
2023 Q4	$50.4K	Buy	2,755 +188	+7%	+$3.46K	0.02%	186
2023 Q3	$49.2K	Hold	2,567	–	–	0.02%	186
2023 Q2	$46.1K	Buy	+2,567	New	+$48K	0.02%	257
2022 Q4	$56.3K	Buy	+2,567	New	+$49.2K	0.02%	247

Other funds holding DBB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Solstein Capital Menlo Park, California $292M AUM 29.32% 1-Year Est. Return

Cornerstone Planning Group's DBB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Invesco DB Base Metals Fund (DBB) stake by 0.03% in Q2 2026, selling an estimated $25 and leaving 2,960 shares worth $73.8K. The position accounts for 0.01% of the portfolio, ranked #314.

Cornerstone Planning Group first reported a position in DBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $74.2K in Q1 2026. 85 funds tracked by Wall St. Rank hold DBB as of Q2 2026.

Cornerstone Planning Group held 2,960 shares of Invesco DB Base Metals Fund worth $73.8K as of Q2 2026.
Cornerstone Planning Group sold 1 Invesco DB Base Metals Fund share in Q2 2026, an estimated $25.
Invesco DB Base Metals Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #314 holding.
Cornerstone Planning Group first reported a position in Invesco DB Base Metals Fund in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Invesco DB Base Metals Fund position peaked at $74.2K in Q1 2026.
85 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.