Ownership history in Modern Wealth Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Modern Wealth Management, LLC reported a position in INVESCO DB MULTI-SECTOR COMM (DBB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 62,470 | -870 | -1.4% | 0.03% | $1.4M | $22.94 |
| 2025 Q3 | ADDED | 63,340 | +2,500 | +4.1% | 0.03% | $1.3M | $20.00 |
| 2025 Q2 | REDUCED | 60,840 | -16,665 | -21.5% | 0.03% | $1.2M | $18.86 |
| 2025 Q1 | ADDED | 77,505 | +10,055 | +14.9% | 0.05% | $1.5M | $18.68 |
| 2024 Q4 | ADDED | 67,450 | +8,160 | +13.8% | 0.05% | $1.3M | $18.35 |
| 2024 Q3 | ADDED | 59,290 | +1,565 | +2.7% | 0.07% | $1.2M | $19.32 |
| 2024 Q2 | ADDED | 57,725 | +1,295 | +2.3% | 0.09% | $1.2M | $18.72 |
| 2024 Q1 | INITIATED | 56,430 | — | — | 0.10% | $1.1M | — |
As of 2025 Q4 — sorted by position size