NewEdge Wealth’s Invesco DB Base Metals Fund DBB Stock Holding History

NewEdge Wealth’s Portfolio DBB Stock Details DBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$294K	Hold	12,500	–	–	﹤0.01%	969
2025 Q4	$287K	Hold	12,500	–	–	﹤0.01%	1038
2025 Q3	$270K	Hold	12,500	–	–	﹤0.01%	905
2025 Q2	$245K	Hold	12,500	–	–	﹤0.01%	882
2025 Q1	$240K	Buy	+12,500	New	+$241K	﹤0.01%	837

Other funds holding DBB

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Wealth's DBB Position: Q1 2026 in Review

NewEdge Wealth held its Invesco DB Base Metals Fund (DBB) position steady in Q1 2026 at 12,500 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

NewEdge Wealth first reported a position in DBB in Q1 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold DBB as of Q1 2026.

NewEdge Wealth held 12,500 shares of Invesco DB Base Metals Fund worth $294K as of Q1 2026.
NewEdge Wealth left its Invesco DB Base Metals Fund share count unchanged in Q1 2026.
Invesco DB Base Metals Fund made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #969 holding.
NewEdge Wealth first reported a position in Invesco DB Base Metals Fund in Q1 2025 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.