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Householder Group Estate & Retirement Specialist’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-1,117
Closed -$25K – 1196
2024
Q2 		$25K Hold
1,117
– – 0.01% 626
2024
Q1 		$25.7K Hold
1,117
– – 0.01% 615
2023
Q4 		$24K Buy
1,117
+52
+5% +$1.24K 0.01% 600
2023
Q3 		$26.6K Buy
+1,065
New +$26K 0.01% 574
2023
Q1 		$40K Sell
1,705
-755
-31% -$18.1K 0.02% 482
2022
Q4 		$60K Sell
2,460
-294
-11% -$7.37K 0.09% 105
2022
Q3 		$65K Buy
+2,754
New +$69.9K 0.03% 349

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DBC Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2024, closing a stake of 1,117 shares — an estimated $25K sold.

Householder Group Estate & Retirement Specialist first reported a position in DBC in Q3 2022 and held it in 7 quarters. The position peaked at $65K in Q3 2022. 202 funds tracked by Wall St. Rank hold DBC as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,117 Invesco DB Commodity Index Tracking Fund shares in Q3 2024, an estimated $25K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco DB Commodity Index Tracking Fund position peaked at $65K in Q3 2022.
  • 202 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.