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Mount Yale Investment Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-35
Closed -$763 – 886
2025
Q2 		$763 Buy
+35
New +$750 ﹤0.01% 1403

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
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Mount Yale Investment Advisors's DBC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2025, closing a stake of 35 shares — an estimated $763 sold.

Mount Yale Investment Advisors first reported a position in DBC in Q2 2025 and held it in 1 quarter. The position peaked at $763 in Q2 2025. 191 funds tracked by Wall St. Rank hold DBC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 35 Invesco DB Commodity Index Tracking Fund shares in Q3 2025, an estimated $763.
  • Mount Yale Investment Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $763 in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.