Plan Group Financial’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Plan Group Financial’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
2022 Q2	$1.73M	Buy	+64,439	New	+$1.81M	2.97%	11

Other funds holding DBC

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

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

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

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

LMIM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Plan Group Financial's DBC Position: Q2 2022 in Review

Plan Group Financial opened a new position in Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2022: 64,439 shares worth $1.73M. The stake represents 2.97% of the portfolio and ranks #11 among its holdings.

335 funds tracked by Wall St. Rank hold DBC as of Q2 2022.

Plan Group Financial held 64,439 shares of Invesco DB Commodity Index Tracking Fund worth $1.73M as of Q2 2022.
Invesco DB Commodity Index Tracking Fund was a new Plan Group Financial position in Q2 2022.
Invesco DB Commodity Index Tracking Fund made up 2.97% of Plan Group Financial's portfolio in Q2 2022, its #11 holding.
335 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.