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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

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

Accordant Advisory Group's COM Position: Q2 2024 in Review

Accordant Advisory Group sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q2 2024, closing a stake of 4,220 shares — an estimated $119K sold.

Accordant Advisory Group first reported a position in COM in Q1 2024 and held it in 1 quarter. The position peaked at $119K in Q1 2024. 69 funds tracked by Wall St. Rank hold COM as of Q2 2024.

  • Accordant Advisory Group reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 4,220 Direxion Auspice Broad Commodity Strategy ETF shares in Q2 2024, an estimated $119K.
  • Accordant Advisory Group first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's Direxion Auspice Broad Commodity Strategy ETF position peaked at $119K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.