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Leo Wealth LLC’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Leo Wealth LLC’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
2024
Q2 		– Sell
-15,214
Closed -$350K – 339
2024
Q1 		$350K Buy
15,214
+2,702
+22% +$60.1K 0.04% 251
2023
Q4 		$276K Buy
+12,512
New +$299K 0.03% 267

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 $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Leo Wealth LLC's DBC Position: Q2 2024 in Review

Leo Wealth LLC sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2024, closing a stake of 15,214 shares — an estimated $350K sold.

Leo Wealth LLC first reported a position in DBC in Q4 2023 and held it in 2 quarters. The position peaked at $350K in Q1 2024. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2024.

  • Leo Wealth LLC reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 15,214 Invesco DB Commodity Index Tracking Fund shares in Q2 2024, an estimated $350K.
  • Leo Wealth LLC first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2023 and held it in 2 quarters.
  • Leo Wealth LLC's Invesco DB Commodity Index Tracking Fund position peaked at $350K in Q1 2024.
  • 219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2024.

Based on Leo Wealth LLC's 13F filing for Q2 2024, filed 17 Jul 2024.