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
2026 Q3	$638K	Buy	+19,736	New	+$600K	0.16%	90
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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Measured Wealth Private Client Group's DBC Position: Q3 2026 in Review

Measured Wealth Private Client Group opened a new position in Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2026: 19,736 shares worth $638K. The stake represents 0.16% of the portfolio and ranks #90 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in DBC as recently as Q1 2024.

Measured Wealth Private Client Group first reported a position in DBC in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2022. 143 funds tracked by Wall St. Rank hold DBC as of Q3 2026.

Measured Wealth Private Client Group held 19,736 shares of Invesco DB Commodity Index Tracking Fund worth $638K as of Q3 2026.
Invesco DB Commodity Index Tracking Fund was a new Measured Wealth Private Client Group position in Q3 2026.
Invesco DB Commodity Index Tracking Fund made up 0.16% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #90 holding.
Measured Wealth Private Client Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2022 and has held it in 10 quarters since.
Measured Wealth Private Client Group's Invesco DB Commodity Index Tracking Fund position peaked at $1.07M in Q3 2022.
143 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.