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

Evolution 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
2022
Q4 		– Sell
-192,165
Closed -$4.59M – 120
2022
Q3 		$4.59M Sell
192,165
-11,470
-6% -$291K 1.26% 19
2022
Q2 		$5.43M Hold
203,635
– – 1.38% 20
2022
Q1 		$5.31M Buy
203,635
+5,410
+3% +$129K 1.09% 21
2021
Q4 		$4.12K Hold
198,225
– – 0.62% 28
2021
Q3 		$4M Hold
198,225
– – 0.86% 25
2021
Q2 		$3.82M Sell
198,225
-467,855
-70% -$8.55M 0.78% 28
2021
Q1 		$11.1M Buy
+666,080
New +$10.8M 2.47% 13

Other funds holding DBC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return