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

FSM 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
2026 Q2	$336K	Buy	12,599 +15	+0.1%	+$441	0.04%	244
2026 Q1	$364K	Buy	12,584 +84	+0.7%	+$2.13K	0.05%	207
2025 Q4	$279K	Buy	12,500 +976	+8%	+$22.2K	0.04%	252
2025 Q3	$260K	Buy	11,524 +106	+0.9%	+$2.36K	0.04%	261
2025 Q2	$254K	Sell	11,418 -286	-2%	-$6.13K	0.04%	237
2025 Q1	$263K	Buy	+11,704	New	+$259K	0.06%	168

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

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

FSM Wealth Advisors's DBC Position: Q2 2026 in Review

FSM Wealth Advisors increased its Invesco DB Commodity Index Tracking Fund (DBC) stake by 0.12% in Q2 2026, buying an estimated $441 and bringing the position to 12,599 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #244.

FSM Wealth Advisors first reported a position in DBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $364K in Q1 2026. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

FSM Wealth Advisors held 12,599 shares of Invesco DB Commodity Index Tracking Fund worth $336K as of Q2 2026.
FSM Wealth Advisors bought 15 Invesco DB Commodity Index Tracking Fund shares in Q2 2026, an estimated $441.
Invesco DB Commodity Index Tracking Fund made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #244 holding.
FSM Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2025 and has held it in 6 quarters since.
FSM Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $364K in Q1 2026.
219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.