AE Wealth Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$923K	Buy	+14,505	New	+$888K	﹤0.01%	972
2022 Q1	–	Sell	-5,105	Closed	-$253K	–	1693
2021 Q4	$253K	Sell	5,105 -16,931	-77%	-$963K	﹤0.01%	1514
2021 Q3	$1.29M	Buy	+22,036	New	+$1.23M	0.01%	793

Other funds holding CMDY

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AE Wealth Management's CMDY Position: Q3 2026 in Review

AE Wealth Management opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q3 2026: 14,505 shares worth $923K. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in CMDY as recently as Q4 2021.

AE Wealth Management first reported a position in CMDY in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.29M in Q3 2021. 83 funds tracked by Wall St. Rank hold CMDY as of Q3 2026.

AE Wealth Management held 14,505 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $923K as of Q3 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF was a new AE Wealth Management position in Q3 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #972 holding.
AE Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2021 and has held it in 3 quarters since.
AE Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $1.29M in Q3 2021.
83 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.