Measured Wealth Private Client Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Measured Wealth Private Client Group’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	-12,629	Closed	-$290K	–	193
2024 Q1	$290K	Sell	12,629 -14,117	-53%	-$314K	0.1%	152
2023 Q4	$589K	Sell	26,746 -5,173	-16%	-$124K	0.22%	77
2023 Q3	$797K	Buy	31,919 +11,271	+55%	+$275K	0.32%	47
2023 Q2	$469K	Sell	20,648 -20,761	-50%	-$481K	0.18%	95
2023 Q1	$983K	Buy	41,409 +3,831	+10%	+$91.7K	0.38%	38
2022 Q4	$926K	Sell	37,578 -7,001	-16%	-$175K	0.38%	38
2022 Q3	$1.07M	Buy	44,579 +26,486	+146%	+$673K	0.47%	30
2022 Q2	$482K	Sell	18,093 -880	-5%	-$24.7K	0.21%	70
2022 Q1	$494K	Buy	+18,973	New	+$451K	0.18%	69

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Measured Wealth Private Client Group's DBC Position: Q2 2024 in Review

Measured Wealth Private Client Group sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2024, closing a stake of 12,629 shares — an estimated $290K sold.

Measured Wealth Private Client Group first reported a position in DBC in Q1 2022 and held it in 9 quarters. The position peaked at $1.07M in Q3 2022. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2024.

Measured Wealth Private Client Group reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2024 after selling out during the quarter.
Measured Wealth Private Client Group sold 12,629 Invesco DB Commodity Index Tracking Fund shares in Q2 2024, an estimated $290K.
Measured Wealth Private Client Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2022 and held it in 9 quarters.
Measured Wealth Private Client Group's Invesco DB Commodity Index Tracking Fund position peaked at $1.07M in Q3 2022.
219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2024, filed 12 Aug 2024.