Rise Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Rise 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 Q4	–	Sell	-21	Closed	-$476	–	445
2025 Q3	$476	Hold	21	–	–	﹤0.01%	1430
2025 Q2	$460	Hold	21	–	–	﹤0.01%	1434
2025 Q1	$475	Hold	21	–	–	﹤0.01%	1383
2024 Q4	$451	Buy	21 +1	+5%	+$22	﹤0.01%	1102
2024 Q3	$446	Hold	20	–	–	﹤0.01%	1197
2024 Q2	$466	Hold	20	–	–	﹤0.01%	1195
2024 Q1	$461	Hold	20	–	–	﹤0.01%	1218
2023 Q4	$442	Buy	20 +1	+5%	+$24	﹤0.01%	571
2023 Q3	$477	Sell	19 -1	-5%	-$24	﹤0.01%	584
2023 Q2	$457	Hold	20	–	–	﹤0.01%	622
2023 Q1	$478	Hold	20	–	–	﹤0.01%	737
2022 Q4	$496	Hold	20	–	–	﹤0.01%	713
2022 Q3	$0	Hold	20	–	–	﹤0.01%	715
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	624
2022 Q1	$1K	Buy	+20	New	+$476	﹤0.01%	592

Other funds holding DBC

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

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

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

HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PWM

Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rise Advisors's DBC Position: Q4 2025 in Review

Rise Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2025, closing a stake of 21 shares — an estimated $476 sold.

Rise Advisors first reported a position in DBC in Q1 2022 and held it in 15 quarters. The position peaked at $1K in Q2 2022. 209 funds tracked by Wall St. Rank hold DBC as of Q4 2025.

Rise Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 21 Invesco DB Commodity Index Tracking Fund shares in Q4 2025, an estimated $476.
Rise Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2022 and held it in 15 quarters.
Rise Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $1K in Q2 2022.
209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.