EPG
DBC icon

Estate Planners Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Estate Planners Group’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
2026
Q1 		– Sell
-17
Closed -$384 – 145
2025
Q4 		$384 Buy
+17
New +$386 ﹤0.01% 436

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Estate Planners Group's DBC Position: Q1 2026 in Review

Estate Planners Group sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2026, closing a stake of 17 shares — an estimated $384 sold.

Estate Planners Group first reported a position in DBC in Q4 2025 and held it in 1 quarter. The position peaked at $384 in Q4 2025. 223 funds tracked by Wall St. Rank hold DBC as of Q1 2026.

  • Estate Planners Group reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 17 Invesco DB Commodity Index Tracking Fund shares in Q1 2026, an estimated $384.
  • Estate Planners Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Invesco DB Commodity Index Tracking Fund position peaked at $384 in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.