Cyndeo Wealth Partners’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Cyndeo Wealth Partners’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 Q2	–	Sell	-24,462	Closed	-$550K	–	469
2025 Q1	$550K	Hold	24,462	–	–	0.04%	284
2024 Q4	$523K	Hold	24,462	–	–	0.04%	292
2024 Q3	$545K	Hold	24,462	–	–	0.04%	285
2024 Q2	$568K	Hold	24,462	–	–	0.04%	264
2024 Q1	$562K	Hold	24,462	–	–	0.05%	250
2023 Q4	$539K	Hold	24,462	–	–	0.05%	247
2023 Q3	$611K	Hold	24,462	–	–	0.06%	209
2023 Q2	$555K	Hold	24,462	–	–	0.06%	209
2023 Q1	$581K	Buy	+24,462	New	+$586K	0.06%	206

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

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

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

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PWM

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cyndeo Wealth Partners's DBC Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2025, closing a stake of 24,462 shares — an estimated $550K sold.

Cyndeo Wealth Partners first reported a position in DBC in Q1 2023 and held it in 9 quarters. The position peaked at $611K in Q3 2023. 197 funds tracked by Wall St. Rank hold DBC as of Q2 2025.

Cyndeo Wealth Partners reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 24,462 Invesco DB Commodity Index Tracking Fund shares in Q2 2025, an estimated $550K.
Cyndeo Wealth Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2023 and held it in 9 quarters.
Cyndeo Wealth Partners's Invesco DB Commodity Index Tracking Fund position peaked at $611K in Q3 2023.
197 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.