AF
COM icon

Allworth Financial’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Allworth Financial’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
Q4 		– Sell
-500
Closed -$14.4K – 3961
2024
Q3 		$14.4K Hold
500
– – ﹤0.01% 2099
2024
Q2 		$14.4K Hold
500
– – ﹤0.01% 2072
2024
Q1 		$14.2K Hold
500
– – ﹤0.01% 1958
2023
Q4 		$13.9K Hold
500
– – ﹤0.01% 1851
2023
Q3 		$14.8K Hold
500
– – ﹤0.01% 1696
2023
Q2 		$14.7K Buy
+500
New +$15.4K ﹤0.01% 1714

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allworth Financial's COM Position: Q4 2024 in Review

Allworth Financial sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q4 2024, closing a stake of 500 shares — an estimated $14.4K sold.

Allworth Financial first reported a position in COM in Q2 2023 and held it in 6 quarters. The position peaked at $14.8K in Q3 2023. 76 funds tracked by Wall St. Rank hold COM as of Q4 2024.

  • Allworth Financial reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Allworth Financial sold 500 Direxion Auspice Broad Commodity Strategy ETF shares in Q4 2024, an estimated $14.4K.
  • Allworth Financial first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2023 and held it in 6 quarters.
  • Allworth Financial's Direxion Auspice Broad Commodity Strategy ETF position peaked at $14.8K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.