McNamara Financial Services’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

McNamara Financial Services’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	-21,552	Closed	-$461K	–	90
2024 Q4	$461K	Sell	21,552 -1,584	-7%	-$35.4K	0.11%	43
2024 Q3	$515K	Buy	23,136 +618	+3%	+$13.8K	0.1%	45
2024 Q2	$523K	Sell	22,518 -33	-0.1%	-$771	0.11%	42
2024 Q1	$518K	Buy	22,551 +10,021	+80%	+$223K	0.11%	43
2023 Q4	$276K	Buy	+12,530	New	+$299K	0.06%	58

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McNamara Financial Services's DBC Position: Q1 2025 in Review

McNamara Financial Services sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2025, closing a stake of 21,552 shares — an estimated $461K sold.

McNamara Financial Services first reported a position in DBC in Q4 2023 and held it in 5 quarters. The position peaked at $523K in Q2 2024. 209 funds tracked by Wall St. Rank hold DBC as of Q1 2025.

McNamara Financial Services reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2025 after selling out during the quarter.
McNamara Financial Services sold 21,552 Invesco DB Commodity Index Tracking Fund shares in Q1 2025, an estimated $461K.
McNamara Financial Services first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2023 and held it in 5 quarters.
McNamara Financial Services's Invesco DB Commodity Index Tracking Fund position peaked at $523K in Q2 2024.
209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2025.

Based on McNamara Financial Services's 13F filing for Q1 2025, filed 11 Apr 2025.