Independent Advisor Alliance’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Independent Advisor Alliance’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	$268K	Hold	10,043	–	–	0.01%	861
2026 Q1	$291K	Sell	10,043 -711	-7%	-$18.1K	﹤0.01%	1334
2025 Q4	$240K	Buy	10,754 +461	+4%	+$10.5K	0.01%	874
2025 Q3	$232K	Hold	10,293	–	–	0.01%	844
2025 Q2	$224K	Hold	10,293	–	–	0.01%	805
2025 Q1	$232K	Hold	10,293	–	–	0.01%	731
2024 Q4	$220K	Buy	10,293 +250	+2%	+$5.58K	﹤0.01%	1257
2024 Q3	$224K	Hold	10,043	–	–	0.01%	636
2024 Q2	$233K	Sell	10,043 -1,000	-9%	-$23.4K	0.01%	635
2024 Q1	$254K	Hold	11,043	–	–	0.01%	610
2023 Q4	$243K	Buy	+11,043	New	+$264K	0.01%	598
2022 Q3	–	Sell	-58,724	Closed	-$1.56M	–	631
2022 Q2	$1.56M	Buy	+58,724	New	+$1.65M	0.09%	191
2022 Q1	–	Sell	-56,161	Closed	-$1.17M	–	683
2021 Q4	$1.17M	Buy	+56,161	New	+$1.17M	0.06%	256

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

Independent Advisor Alliance's DBC Position: Q2 2026 in Review

Independent Advisor Alliance held its Invesco DB Commodity Index Tracking Fund (DBC) position steady in Q2 2026 at 10,043 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #861.

Independent Advisor Alliance first reported a position in DBC in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.56M in Q2 2022. 220 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

Independent Advisor Alliance held 10,043 shares of Invesco DB Commodity Index Tracking Fund worth $268K as of Q2 2026.
Independent Advisor Alliance left its Invesco DB Commodity Index Tracking Fund share count unchanged in Q2 2026.
Invesco DB Commodity Index Tracking Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #861 holding.
Independent Advisor Alliance first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and has held it in 13 quarters since.
Independent Advisor Alliance's Invesco DB Commodity Index Tracking Fund position peaked at $1.56M in Q2 2022.
220 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.