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

Creative Planning’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	$248K	Buy	+10,276	New	+$258K	﹤0.01%	3727
2022 Q2	–	Sell	-10,372	Closed	-$268K	–	2343
2022 Q1	$268K	Buy	+10,372	New	+$250K	﹤0.01%	1705
2017 Q3	–	Sell	-2,000	Closed	-$33K	–	2301
2017 Q2	$33K	Sell	2,000 -212	-10%	-$3.35K	﹤0.01%	2825
2017 Q1	$36K	Sell	2,212 -5,411	-71%	-$87.3K	﹤0.01%	2701
2016 Q4	$114K	Buy	7,623 +5,623	+281%	+$82.9K	﹤0.01%	1779
2016 Q3	$28K	Hold	2,000	–	–	﹤0.01%	2791
2016 Q2	$27K	Sell	2,000 -367	-16%	-$4.66K	﹤0.01%	2571
2016 Q1	$29K	Hold	2,367	–	–	﹤0.01%	2480
2015 Q4	$28K	Hold	2,367	–	–	﹤0.01%	2587
2015 Q3	$30K	Buy	+2,367	New	+$31.7K	﹤0.01%	2417
2015 Q2	–	Sell	-3,367	Closed	-$51K	–	1523
2015 Q1	$51K	Hold	3,367	–	–	﹤0.01%	2017
2014 Q4	$54K	Hold	3,367	–	–	﹤0.01%	1963
2014 Q3	$57K	Buy	3,367 +3,000	+817%	+$52.6K	﹤0.01%	1830
2014 Q2	$6K	Sell	367 -46	-11%	-$748	﹤0.01%	3105
2014 Q1	$7K	Hold	413	–	–	﹤0.01%	2909
2013 Q4	$7K	Sell	413 -1,136	-73%	-$18.7K	﹤0.01%	2708
2013 Q3	$26K	Buy	1,549 +1,136	+275%	+$18.9K	﹤0.01%	1933
2013 Q2	$7K	Buy	+413	New	+$7.02K	﹤0.01%	2405

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

Creative Planning's DBB Position: Q2 2026 in Review

Creative Planning opened a new position in Invesco DB Base Metals Fund (DBB) in Q2 2026: 10,276 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #3727 among its holdings. This is a return to the name: Creative Planning previously reported a position in DBB as recently as Q1 2022.

Creative Planning first reported a position in DBB in Q2 2013 and has held it in 18 quarters since. The position peaked at $268K in Q1 2022. 85 funds tracked by Wall St. Rank hold DBB as of Q2 2026.

Creative Planning held 10,276 shares of Invesco DB Base Metals Fund worth $248K as of Q2 2026.
Invesco DB Base Metals Fund was a new Creative Planning position in Q2 2026.
Invesco DB Base Metals Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3727 holding.
Creative Planning first reported a position in Invesco DB Base Metals Fund in Q2 2013 and has held it in 18 quarters since.
Creative Planning's Invesco DB Base Metals Fund position peaked at $268K in Q1 2022.
85 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.