AE Wealth Management’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

AE Wealth Management’s Portfolio CMDT Stock Details CMDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.7K	Sell	1,664 -21,189	-93%	-$632K	﹤0.01%	1942
2025 Q4	$631K	Sell	22,853 -31,337	-58%	-$865K	﹤0.01%	960
2025 Q3	$1.48M	Buy	54,190 +29,822	+122%	+$789K	0.01%	646
2025 Q2	$629K	Buy	24,368 +777	+3%	+$20K	﹤0.01%	844
2025 Q1	$632K	Sell	23,591 -179,771	-88%	-$4.72M	0.01%	848
2024 Q4	$5.13M	Buy	203,362 +9,237	+5%	+$240K	0.04%	338
2024 Q3	$5.19M	Buy	194,125 +20,600	+12%	+$540K	0.05%	326
2024 Q2	$4.73M	Buy	173,525 +21,407	+14%	+$586K	0.05%	337
2024 Q1	$4.13M	Buy	+152,118	New	+$3.99M	0.05%	334

Other funds holding CMDT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $683M AUM 22.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

AE Wealth Management's CMDT Position: Q1 2026 in Review

AE Wealth Management reduced its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 93% in Q1 2026, selling an estimated $632K and leaving 1,664 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

AE Wealth Management first reported a position in CMDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.19M in Q3 2024. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

AE Wealth Management held 1,664 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $53.7K as of Q1 2026.
AE Wealth Management sold 21,189 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $632K.
PIMCO Commodity Strategy Active Exchange-Traded Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1942 holding.
AE Wealth Management first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q1 2024 and has held it in 9 quarters since.
AE Wealth Management's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $5.19M in Q3 2024.
54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.