SageView Advisory Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-5,013	Closed	-$112K	–	1038
2025 Q4	$112K	Buy	+5,013	New	+$114K	﹤0.01%	797
2024 Q1	–	Sell	-9,500	Closed	-$214K	–	559
2023 Q4	$214K	Sell	9,500 -19,725	-67%	-$471K	0.01%	597
2023 Q3	$729K	Sell	29,225 -312	-1%	-$7.62K	0.04%	259
2023 Q2	$670K	Buy	+29,537	New	+$685K	0.04%	294

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

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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's DBC Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2026, closing a stake of 5,013 shares — an estimated $112K sold.

SageView Advisory Group first reported a position in DBC in Q2 2023 and held it in 4 quarters. The position peaked at $729K in Q3 2023. 223 funds tracked by Wall St. Rank hold DBC as of Q1 2026.

SageView Advisory Group reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 5,013 Invesco DB Commodity Index Tracking Fund shares in Q1 2026, an estimated $112K.
SageView Advisory Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2023 and held it in 4 quarters.
SageView Advisory Group's Invesco DB Commodity Index Tracking Fund position peaked at $729K in Q3 2023.
223 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.