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Wealthspire Advisors (New York)’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Wealthspire Advisors (New York)’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
-155
Closed -$3.49K – 1474
2025
Q3 		$3.49K Buy
+155
New +$3.45K ﹤0.01% 2450
2022
Q3 		– Sell
-13,650
Closed -$364K – 520
2022
Q2 		$364K Buy
+13,650
New +$384K 0.01% 358

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s DBC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2025, closing a stake of 155 shares — an estimated $3.49K sold.

Wealthspire Advisors (New York) first reported a position in DBC in Q2 2022 and held it in 2 quarters. The position peaked at $364K in Q2 2022. 209 funds tracked by Wall St. Rank hold DBC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 155 Invesco DB Commodity Index Tracking Fund shares in Q4 2025, an estimated $3.49K.
  • Wealthspire Advisors (New York) first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2022 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Invesco DB Commodity Index Tracking Fund position peaked at $364K in Q2 2022.
  • 209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.