DBP — INVESCO DB MULTI-SECTOR COMM

Ownership history in Compound Planning, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in INVESCO DB MULTI-SECTOR COMM (DBP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q3)
Avg. % of fund
0.03%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,407 +82 +0.7% 0.03% $1.0M $86.80
2025 Q2 ADDED 11,325 +1,371 +13.8% 0.03% $851K $73.34
2025 Q1 INITIATED 9,954 — — 0.03% $711K $69.74
% of Fund (quarterly)    DBP price (monthly, adj. close)

Other funds also holding DBP

As of 2025 Q4 — sorted by position size

Dorsey Wright & Associates 3Y 7Y 0.84% Texas Yale Capital Corp. 3Y 7Y 0.74% Cambria Investment Management, L.P. 3Y 7Y 0.6% VestGen Investment Management 3Y 7Y 0.38% Brown Miller Wealth Management, LLC 3Y 0.17% Lester Murray Antman dba SimplyRich 3Y 7Y 0.13% Joseph P. Lucia & Associates, LLC 3Y 0.12% Legacy Capital Group California, Inc. 0.11% Equitable Holdings, Inc. 3Y 0.1% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.08%
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