AWA
CCRV

Amplius Wealth Advisors’s iShares Commodity Curve Carry Strategy ETF CCRV Stock Holding History

Amplius Wealth Advisors’s Portfolio CCRV Stock Details CCRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-65,511
Closed -$1.34M – 203
2025
Q1 		$1.34M Buy
65,511
+1,301
+2% +$26.4K 0.14% 64
2024
Q4 		$1.28M Buy
+64,210
New +$1.34M 0.13% 64

Other funds holding CCRV

BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amplius Wealth Advisors's CCRV Position: Q2 2025 in Review

Amplius Wealth Advisors sold out of iShares Commodity Curve Carry Strategy ETF (CCRV) in Q2 2025, closing a stake of 65,511 shares — an estimated $1.34M sold.

Amplius Wealth Advisors first reported a position in CCRV in Q4 2024 and held it in 2 quarters. The position peaked at $1.34M in Q1 2025. 10 funds tracked by Wall St. Rank hold CCRV as of Q2 2025.

  • Amplius Wealth Advisors reported no remaining iShares Commodity Curve Carry Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 65,511 iShares Commodity Curve Carry Strategy ETF shares in Q2 2025, an estimated $1.34M.
  • Amplius Wealth Advisors first reported a position in iShares Commodity Curve Carry Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Amplius Wealth Advisors's iShares Commodity Curve Carry Strategy ETF position peaked at $1.34M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held iShares Commodity Curve Carry Strategy ETF as of Q2 2025.

Based on Amplius Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.