IWM
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IHT Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-10,517
Closed -$237K – 1161
2025
Q1 		$237K Buy
+10,517
New +$233K 0.01% 951
2023
Q4 		– Sell
-8,781
Closed -$219K – 988
2023
Q3 		$219K Buy
+8,781
New +$214K 0.01% 852
2022
Q4 		– Sell
-9,188
Closed -$220K – 910
2022
Q3 		$220K Buy
+9,188
New +$233K 0.02% 748
2018
Q2 		– Sell
-500
Closed -$8K – 624
2018
Q1 		$8K Sell
500
-1,075
-68% -$18K ﹤0.01% 1233
2017
Q4 		$26K Hold
1,575
– – 0.01% 906
2017
Q3 		$24K Buy
1,575
+175
+13% +$2.6K 0.01% 716
2017
Q2 		$3 Buy
1,400
+900
+180% +$13.2K ﹤0.01% 1165
2017
Q1 		$8K Buy
+500
New +$7.77K 0.01% 884

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 $501B AUM 22.01% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return