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

Drive 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
2025
Q4 		– Sell
-11,906
Closed -$268K – 389
2025
Q3 		$268K Buy
11,906
+721
+6% +$16K 0.06% 263
2025
Q2 		$244K Buy
+11,185
New +$240K 0.05% 273

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Drive Wealth Management's DBC Position: Q4 2025 in Review

Drive Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2025, closing a stake of 11,906 shares — an estimated $268K sold.

Drive Wealth Management first reported a position in DBC in Q2 2025 and held it in 2 quarters. The position peaked at $268K in Q3 2025. 210 funds tracked by Wall St. Rank hold DBC as of Q4 2025.

  • Drive Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 11,906 Invesco DB Commodity Index Tracking Fund shares in Q4 2025, an estimated $268K.
  • Drive Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2025 and held it in 2 quarters.
  • Drive Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $268K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.