Ritter Daniher Financial Advisory’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Ritter Daniher Financial Advisory’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	-200	Closed	-$4.51K	–	608
2025 Q3	$4.51K	Hold	200	–	–	﹤0.01%	400
2025 Q2	$4.36K	Hold	200	–	–	﹤0.01%	290
2025 Q1	$4.5K	Hold	200	–	–	﹤0.01%	271
2024 Q4	$4.28K	Hold	200	–	–	﹤0.01%	264
2024 Q3	$4.45K	Hold	200	–	–	﹤0.01%	264
2024 Q2	$4.65K	Hold	200	–	–	﹤0.01%	265
2024 Q1	$4.59K	Hold	200	–	–	﹤0.01%	255
2023 Q4	$4.41K	Hold	200	–	–	﹤0.01%	275
2023 Q3	$4.99K	Hold	200	–	–	﹤0.01%	270
2023 Q2	$4.54K	Hold	200	–	–	﹤0.01%	261
2023 Q1	$4.75K	Hold	200	–	–	﹤0.01%	236
2022 Q4	$4.93K	Hold	200	–	–	﹤0.01%	225
2022 Q3	$5K	Sell	200 -9	-4%	-$229	﹤0.01%	196
2022 Q2	$6K	Buy	+209	New	+$5.87K	﹤0.01%	188

Other funds holding DBC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Ritter Daniher Financial Advisory's DBC Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2025, closing a stake of 200 shares — an estimated $4.51K sold.

Ritter Daniher Financial Advisory first reported a position in DBC in Q2 2022 and held it in 14 quarters. The position peaked at $6K in Q2 2022. 210 funds tracked by Wall St. Rank hold DBC as of Q4 2025.

Ritter Daniher Financial Advisory reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 200 Invesco DB Commodity Index Tracking Fund shares in Q4 2025, an estimated $4.51K.
Ritter Daniher Financial Advisory first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2022 and held it in 14 quarters.
Ritter Daniher Financial Advisory's Invesco DB Commodity Index Tracking Fund position peaked at $6K in Q2 2022.
210 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.