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 Q2	$301K	Hold	12,500	–	–	﹤0.01%	1030
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 $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Solstein Capital Menlo Park, California $292M AUM 29.32% 1-Year Est. Return

NewEdge Wealth's DBB Position: Q2 2026 in Review

NewEdge Wealth held its Invesco DB Base Metals Fund (DBB) position steady in Q2 2026 at 12,500 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

NewEdge Wealth first reported a position in DBB in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold DBB as of Q2 2026.

NewEdge Wealth held 12,500 shares of Invesco DB Base Metals Fund worth $301K as of Q2 2026.
NewEdge Wealth left its Invesco DB Base Metals Fund share count unchanged in Q2 2026.
Invesco DB Base Metals Fund made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1030 holding.
NewEdge Wealth first reported a position in Invesco DB Base Metals Fund in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.