EverSource Wealth Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

EverSource Wealth Advisors’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	-176	Closed	-$3.76K	–	4056
2024 Q4	$3.76K	Buy	176 +9	+5%	+$201	﹤0.01%	2468
2024 Q3	$3.72K	Hold	167	–	–	﹤0.01%	2342
2024 Q2	$3.77K	Sell	167 -90	-35%	-$2.1K	﹤0.01%	2318
2024 Q1	$6K	Hold	257	–	–	﹤0.01%	1958
2023 Q4	$5.66K	Sell	257 -500	-66%	-$11.9K	﹤0.01%	1808
2023 Q3	$18.9K	Hold	757	–	–	﹤0.01%	1147
2023 Q2	$17.2K	Sell	757 -11,293	-94%	-$262K	﹤0.01%	1215
2023 Q1	$286K	Buy	12,050 +11,793	+4,589%	+$282K	0.04%	310
2022 Q4	$6.33K	Hold	257	–	–	﹤0.01%	1511
2022 Q3	$6K	Sell	257 -5,999	-96%	-$152K	﹤0.01%	1284
2022 Q2	$167K	Hold	6,256	–	–	0.04%	284
2022 Q1	$163K	Buy	6,256 +2,137	+52%	+$50.8K	0.04%	273
2021 Q4	$86K	Buy	+4,119	New	+$85.9K	0.02%	324

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

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

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

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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EverSource Wealth Advisors's DBC Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2025, closing a stake of 176 shares — an estimated $3.76K sold.

EverSource Wealth Advisors first reported a position in DBC in Q4 2021 and held it in 13 quarters. The position peaked at $286K in Q1 2023. 210 funds tracked by Wall St. Rank hold DBC as of Q1 2025.

EverSource Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 176 Invesco DB Commodity Index Tracking Fund shares in Q1 2025, an estimated $3.76K.
EverSource Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and held it in 13 quarters.
EverSource Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $286K in Q1 2023.
210 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.