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

SOA Wealth 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
2026 Q2	$20K	Hold	751	–	–	﹤0.01%	517
2026 Q1	$21.7K	Hold	751	–	–	﹤0.01%	492
2025 Q4	$16.8K	Hold	751	–	–	﹤0.01%	531
2025 Q3	$16.9K	Hold	751	–	–	﹤0.01%	546
2025 Q2	$16.4K	Sell	751 -164	-18%	-$3.52K	﹤0.01%	537
2025 Q1	$20.6K	Hold	915	–	–	﹤0.01%	470
2024 Q4	$19.6K	Buy	915 +9	+1%	+$201	﹤0.01%	458
2024 Q3	$20.2K	Hold	906	–	–	﹤0.01%	449
2024 Q2	$21.1K	Sell	906 -767	-46%	-$17.9K	﹤0.01%	435
2024 Q1	$38.4K	Buy	1,673 +1	+0.1%	+$22	0.01%	341
2023 Q4	$36.8K	Sell	1,672 -179	-10%	-$4.28K	0.01%	333
2023 Q3	$46.2K	Hold	1,851	–	–	0.01%	293
2023 Q2	$42K	Sell	1,851 -2,208	-54%	-$51.2K	0.01%	316
2023 Q1	$96.4K	Hold	4,059	–	–	0.02%	228
2022 Q4	$100K	Buy	4,059 +3	+0.1%	+$75	0.03%	221
2022 Q3	$96K	Hold	4,056	–	–	0.03%	205
2022 Q2	$108K	Sell	4,056 -535	-12%	-$15K	0.03%	196
2022 Q1	$119K	Hold	4,591	–	–	0.03%	214
2021 Q4	$95K	Hold	4,591	–	–	0.02%	223
2021 Q3	$92K	Hold	4,591	–	–	0.02%	229
2021 Q2	$88K	Hold	4,591	–	–	0.02%	234
2021 Q1	$76K	Hold	4,591	–	–	0.02%	226
2020 Q4	$74K	Buy	+4,591	New	+$62.7K	0.02%	222

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

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PWM

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

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

SOA Wealth Advisors's DBC Position: Q2 2026 in Review

SOA Wealth Advisors held its Invesco DB Commodity Index Tracking Fund (DBC) position steady in Q2 2026 at 751 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

SOA Wealth Advisors first reported a position in DBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $119K in Q1 2022. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

SOA Wealth Advisors held 751 shares of Invesco DB Commodity Index Tracking Fund worth $20K as of Q2 2026.
SOA Wealth Advisors left its Invesco DB Commodity Index Tracking Fund share count unchanged in Q2 2026.
Invesco DB Commodity Index Tracking Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #517 holding.
SOA Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $119K in Q1 2022.
219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.