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Scholtz & Company’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Scholtz & Company’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
Q4 		– Sell
-20,100
Closed -$526K – 48
2022
Q3 		$526K Buy
+20,100
New +$510K 0.38% 39
2022
Q2 		– Sell
-38,900
Closed -$1.01M – 47
2022
Q1 		$1.01M Buy
38,900
+10,200
+36% +$243K 0.4% 41
2021
Q4 		$596K Buy
28,700
+14,150
+97% +$295K 0.19% 49
2021
Q3 		$294K Sell
14,550
-1,150
-7% -$22.1K 0.1% 59
2021
Q2 		$302K Buy
+15,700
New +$287K 0.1% 64

Other funds holding DBC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Russell Investments Group
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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return