IWM
DBC icon

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

IMG 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
-4,600
Closed -$104K – 491
2025
Q1 		$104K Hold
4,600
– – 0.09% 105
2024
Q4 		$98.3K Buy
+4,600
New +$103K 0.09% 103

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

IMG Wealth Management's DBC Position: Q2 2025 in Review

IMG Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2025, closing a stake of 4,600 shares — an estimated $104K sold.

IMG Wealth Management first reported a position in DBC in Q4 2024 and held it in 2 quarters. The position peaked at $104K in Q1 2025. 197 funds tracked by Wall St. Rank hold DBC as of Q2 2025.

  • IMG Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2025 after selling out during the quarter.
  • IMG Wealth Management sold 4,600 Invesco DB Commodity Index Tracking Fund shares in Q2 2025, an estimated $104K.
  • IMG Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2024 and held it in 2 quarters.
  • IMG Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $104K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2025.

Based on IMG Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.