Darwin Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Darwin Wealth Management’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
2024 Q4	–	Sell	-196	Closed	-$4.37K	–	652
2024 Q3	$4.37K	Buy	+196	New	+$4.38K	﹤0.01%	461
2020 Q2	–	Sell	-656	Closed	-$7K	–	284
2020 Q1	$7K	Buy	+656	New	+$9.17K	﹤0.01%	537
2019 Q3	–	Sell	-15,041	Closed	-$237K	–	148
2019 Q2	$237K	Sell	15,041 -321	-2%	-$5.07K	0.07%	136
2019 Q1	$244K	Buy	+15,362	New	+$240K	0.08%	134
2018 Q4	–	Sell	-18,513	Closed	-$335K	–	101
2018 Q3	$335K	Buy	18,513 +2,693	+17%	+$46.3K	0.19%	91
2018 Q2	$280K	Buy	15,820 +2,888	+22%	+$50.8K	0.18%	103
2018 Q1	$220K	Buy	12,932 +1,404	+12%	+$23.5K	0.16%	114
2017 Q4	$191K	Buy	11,528 +1,008	+10%	+$16.1K	0.08%	156
2017 Q3	$162K	Buy	10,520 +287	+3%	+$4.27K	0.16%	93
2017 Q2	$148K	Buy	+10,233	New	+$150K	0.08%	128

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

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

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

HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 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 22.96% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PWM

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

Darwin Wealth Management's DBC Position: Q4 2024 in Review

Darwin Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2024, closing a stake of 196 shares — an estimated $4.37K sold.

Darwin Wealth Management first reported a position in DBC in Q2 2017 and held it in 10 quarters. The position peaked at $335K in Q3 2018. 213 funds tracked by Wall St. Rank hold DBC as of Q4 2024.

Darwin Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2024 after selling out during the quarter.
Darwin Wealth Management sold 196 Invesco DB Commodity Index Tracking Fund shares in Q4 2024, an estimated $4.37K.
Darwin Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2017 and held it in 10 quarters.
Darwin Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $335K in Q3 2018.
213 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2024.

Based on Darwin Wealth Management's 13F filing for Q4 2024, filed 15 Aug 2025.