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Ethos Financial Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Ethos Financial 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
Q2 		$315K Sell
11,799
-1,763
-13% -$51.9K 0.02% 461
2026
Q1 		$303K Hold
13,562
– – 0.02% 403
2025
Q4 		$303K Sell
13,562
-902
-6% -$20.5K 0.02% 385
2025
Q3 		$326K Buy
14,464
+2,310
+19% +$51.4K 0.03% 352
2025
Q2 		$265K Hold
12,154
– – 0.02% 366
2025
Q1 		$273K Buy
+12,154
New +$269K 0.03% 332

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
MB
Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Ethos Financial Group's DBC Position: Q2 2026 in Review

Ethos Financial Group reduced its Invesco DB Commodity Index Tracking Fund (DBC) stake by 13% in Q2 2026, selling an estimated $51.9K and leaving 11,799 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #461.

Ethos Financial Group first reported a position in DBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q3 2025. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

  • Ethos Financial Group held 11,799 shares of Invesco DB Commodity Index Tracking Fund worth $315K as of Q2 2026.
  • Ethos Financial Group sold 1,763 Invesco DB Commodity Index Tracking Fund shares in Q2 2026, an estimated $51.9K.
  • Invesco DB Commodity Index Tracking Fund made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #461 holding.
  • Ethos Financial Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's Invesco DB Commodity Index Tracking Fund position peaked at $326K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.