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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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