AWM
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Accel Wealth Management’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Accel Wealth Management’s Portfolio COM Stock Details COM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,623
Closed -$49.8K – 297
2023
Q1 		$49.8K Hold
1,623
– – 0.02% 489
2022
Q4 		$47.7K Hold
1,623
– – 0.02% 372
2022
Q3 		$48K Hold
1,623
– – 0.03% 376
2022
Q2 		$49K Hold
1,623
– – 0.03% 352
2022
Q1 		$54K Buy
1,623
+756
+87% +$23.9K 0.03% 360
2021
Q4 		$25K Hold
867
– – 0.01% 519
2021
Q3 		$27K Hold
867
– – 0.02% 438
2021
Q2 		$26K Buy
+867
New +$25.6K 0.02% 464

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Accel Wealth Management's COM Position: Q2 2023 in Review

Accel Wealth Management sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q2 2023, closing a stake of 1,623 shares — an estimated $49.8K sold.

Accel Wealth Management first reported a position in COM in Q2 2021 and held it in 8 quarters. The position peaked at $54K in Q1 2022. 65 funds tracked by Wall St. Rank hold COM as of Q2 2023.

  • Accel Wealth Management reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,623 Direxion Auspice Broad Commodity Strategy ETF shares in Q2 2023, an estimated $49.8K.
  • Accel Wealth Management first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2021 and held it in 8 quarters.
  • Accel Wealth Management's Direxion Auspice Broad Commodity Strategy ETF position peaked at $54K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.