Gladwyn Financial Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Gladwyn Financial 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	$4.69M	Buy	176,058 +10,295	+6%	+$303K	2.94%	15
2026 Q1	$4.8M	Sell	165,763 -35,692	-18%	-$906K	3.34%	11
2025 Q4	$4.5M	Buy	201,455 +968	+0.5%	+$22K	3.17%	14
2025 Q3	$4.52M	Buy	200,487 +1,889	+1%	+$42K	3.24%	12
2025 Q2	$4.33M	Buy	+198,598	New	+$4.26M	3.35%	11

Other funds holding DBC

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

American State Bank (Iowa) Sioux Center, Iowa $247M AUM 52.3% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return