EP
DBC icon

Essential Planning’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Essential Planning’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
Q1 		– Sell
-23,075
Closed -$515K – 127
2024
Q4 		$515K Buy
+23,075
New +$515K ﹤0.01% 267

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Essential Planning's DBC Position: Q1 2025 in Review

Essential Planning sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2025, closing a stake of 23,075 shares — an estimated $515K sold.

Essential Planning first reported a position in DBC in Q4 2024 and held it in 1 quarter. The position peaked at $515K in Q4 2024. 209 funds tracked by Wall St. Rank hold DBC as of Q1 2025.

  • Essential Planning reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 23,075 Invesco DB Commodity Index Tracking Fund shares in Q1 2025, an estimated $515K.
  • Essential Planning first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Invesco DB Commodity Index Tracking Fund position peaked at $515K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.