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Palumbo Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Palumbo Wealth Management’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
Q2 		$12.7M Sell
475,810
-9,703
-2% -$286K 2.66% 8
2026
Q1 		$14.1M Sell
485,513
-53
-0% -$1.35K 3.43% 7
2025
Q4 		$10.9M Buy
485,566
+18,271
+4% +$415K 2.68% 7
2025
Q3 		$10.5M Sell
467,295
-3,179
-0.7% -$70.7K 3.36% 5
2025
Q2 		$10.3M Sell
470,474
-13,217
-3% -$283K 3.18% 5
2025
Q1 		$10.9M Sell
483,691
-5,116
-1% -$113K 3.64% 5
2024
Q4 		$10.5M Buy
488,807
+16,465
+3% +$367K 3.9% 5
2024
Q3 		$10.5M Sell
472,342
-3,356
-0.7% -$74.9K 4.09% 4
2024
Q2 		$11.1M Sell
475,698
-14,293
-3% -$334K 4.67% 4
2024
Q1 		$11.3M Sell
489,991
-10,597
-2% -$236K 5.04% 3
2023
Q4 		$11M Buy
500,588
+53,341
+12% +$1.27M 5.64% 3
2023
Q3 		$11.2M Buy
447,247
+3,634
+0.8% +$88.8K 6.14% 3
2023
Q2 		$10.1M Buy
443,613
+121,251
+38% +$2.81M 6.16% 4
2023
Q1 		$7.65M Buy
322,362
+22,094
+7% +$529K 5.09% 6
2022
Q4 		$7.4M Buy
300,268
+4,299
+1% +$108K 5.89% 5
2022
Q3 		$7.08M Buy
295,969
+7,344
+3% +$186K 5.99% 6
2022
Q2 		$7.69M Buy
288,625
+2,107
+0.7% +$59.2K 6.1% 6
2022
Q1 		$7.47M Buy
286,518
+265,965
+1,294% +$6.32M 4.8% 6
2021
Q4 		$427K Buy
+20,553
New +$429K 0.27% 68

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return

Palumbo Wealth Management's DBC Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Invesco DB Commodity Index Tracking Fund (DBC) stake by 2% in Q2 2026, selling an estimated $286K and leaving 475,810 shares worth $12.7M. The position accounts for 2.66% of the portfolio, ranked #8.

Palumbo Wealth Management first reported a position in DBC in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.1M in Q1 2026. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

  • Palumbo Wealth Management held 475,810 shares of Invesco DB Commodity Index Tracking Fund worth $12.7M as of Q2 2026.
  • Palumbo Wealth Management sold 9,703 Invesco DB Commodity Index Tracking Fund shares in Q2 2026, an estimated $286K.
  • Invesco DB Commodity Index Tracking Fund made up 2.66% of Palumbo Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Palumbo Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and has held it in 19 quarters since.
  • Palumbo Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $14.1M in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.