AAG
COM icon

Accordant Advisory Group’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Accordant Advisory Group’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
2024
Q2 		– Sell
-4,220
Closed -$119K – 168
2024
Q1 		$119K Buy
+4,220
New +$118K 0.09% 107

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P
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Stifel Financial
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PPW
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WI
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WAP
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SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
FSA
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TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return