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Aptus Capital Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Aptus Capital Advisors’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
2024
Q2 		– Sell
-138
Closed -$6.62K – 1173
2024
Q1 		$6.62K Buy
+138
New +$6.44K ﹤0.01% 1064

Other funds holding CMDY

DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Aptus Capital Advisors's CMDY Position: Q2 2024 in Review

Aptus Capital Advisors sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2024, closing a stake of 138 shares — an estimated $6.62K sold.

Aptus Capital Advisors first reported a position in CMDY in Q1 2024 and held it in 1 quarter. The position peaked at $6.62K in Q1 2024. 54 funds tracked by Wall St. Rank hold CMDY as of Q2 2024.

  • Aptus Capital Advisors reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 138 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2024, an estimated $6.62K.
  • Aptus Capital Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Aptus Capital Advisors's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $6.62K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.