Root Financial Partners’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Root Financial Partners’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 Q3	$8.24K	Buy	+255	New	+$7.76K	﹤0.01%	2011
2026 Q2	–	Sell	-255	Closed	-$7.38K	–	1085
2026 Q1	$7.38K	Hold	255	–	–	﹤0.01%	1800
2025 Q4	$5.7K	Sell	255 -3	-1%	-$68	﹤0.01%	1723
2025 Q3	$5.81K	Buy	+258	New	+$5.74K	﹤0.01%	1665

Other funds holding DBC

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $381M AUM 124.67% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Palumbo Wealth Management Great Neck, New York $482M AUM 43.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Root Financial Partners's DBC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2026: 255 shares worth $8.24K. The stake represents ﹤0.01% of the portfolio and ranks #2011 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DBC as recently as Q1 2026.

Root Financial Partners first reported a position in DBC in Q3 2025 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold DBC as of Q3 2026.

Root Financial Partners held 255 shares of Invesco DB Commodity Index Tracking Fund worth $8.24K as of Q3 2026.
Invesco DB Commodity Index Tracking Fund was a new Root Financial Partners position in Q3 2026.
Invesco DB Commodity Index Tracking Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2011 holding.
Root Financial Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2025 and has held it in 4 quarters since.
199 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.