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

Institute for 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
2026 Q2	$2.47K	Buy	+93	New	+$2.74K	﹤0.01%	1562
2018 Q2	–	Sell	-32,489	Closed	-$573K	–	221
2018 Q1	$573K	Buy	+32,489	New	+$545K	0.17%	177
2017 Q4	–	Sell	-41,655	Closed	-$635K	–	400
2017 Q3	$635K	Sell	41,655 -368	-0.9%	-$5.48K	0.21%	160
2017 Q2	$605K	Buy	+42,023	New	+$617K	0.17%	191
2014 Q3	–	Sell	-3,141	Closed	-$83K	–	64
2014 Q2	$83K	Sell	3,141 -60	-2%	-$1.58K	0.07%	41
2014 Q1	$84K	Buy	3,201 +735	+30%	+$18.8K	0.07%	53
2013 Q4	$63K	Buy	2,466 +716	+41%	+$18.4K	0.05%	54
2013 Q3	$45K	Buy	1,750 +1,048	+149%	+$27.4K	0.03%	44
2013 Q2	$18K	Buy	+702	New	+$18.4K	0.01%	75

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

Institute for Wealth Management's DBC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2026: 93 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #1562 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DBC as recently as Q1 2018.

Institute for Wealth Management first reported a position in DBC in Q2 2013 and has held it in 9 quarters since. The position peaked at $635K in Q3 2017. 220 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

Institute for Wealth Management held 93 shares of Invesco DB Commodity Index Tracking Fund worth $2.47K as of Q2 2026.
Invesco DB Commodity Index Tracking Fund was a new Institute for Wealth Management position in Q2 2026.
Invesco DB Commodity Index Tracking Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1562 holding.
Institute for Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2013 and has held it in 9 quarters since.
Institute for Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $635K in Q3 2017.
220 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.