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

Lake Hills 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
Q1 		– Sell
-141,586
Closed -$3.03M – 50
2024
Q4 		$3.03M Buy
141,586
+11,394
+9% +$254K 2.07% 19
2024
Q3 		$2.9M Sell
130,192
-1,391
-1% -$31.1K 1.94% 20
2024
Q2 		$3.06M Buy
+131,583
New +$3.08M 2.19% 18

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lake Hills Wealth Management's DBC Position: Q1 2025 in Review

Lake Hills Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2025, closing a stake of 141,586 shares — an estimated $3.03M sold.

Lake Hills Wealth Management first reported a position in DBC in Q2 2024 and held it in 3 quarters. The position peaked at $3.06M in Q2 2024. 209 funds tracked by Wall St. Rank hold DBC as of Q1 2025.

  • Lake Hills Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 141,586 Invesco DB Commodity Index Tracking Fund shares in Q1 2025, an estimated $3.03M.
  • Lake Hills Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2024 and held it in 3 quarters.
  • Lake Hills Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $3.06M in Q2 2024.
  • 209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2025.

Based on Lake Hills Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.