AWM
COM icon

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

AE 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
2024
Q1 		– Sell
-55,570
Closed -$1.55M – 1309
2023
Q4 		$1.55M Buy
+55,570
New +$1.6M 0.01% 998
2022
Q4 		– Sell
-16,367
Closed -$488K – 1825
2022
Q3 		$488K Buy
16,367
+7,511
+85% +$226K ﹤0.01% 1278
2022
Q2 		$274K Buy
+8,856
New +$297K ﹤0.01% 1469
2022
Q1 		– Sell
-14,625
Closed -$427K – 1695
2021
Q4 		$427K Sell
14,625
-46,726
-76% -$1.49M ﹤0.01% 1313
2021
Q3 		$1.94M Buy
61,351
+25,654
+72% +$787K 0.02% 658
2021
Q2 		$1.08M Buy
+35,697
New +$1.05M 0.01% 808

Other funds holding COM

P
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return