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Arete Wealth Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Arete Wealth 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
2023
Q1 		– Sell
-4,699
Closed -$256K – 668
2022
Q4 		$256K Buy
+4,699
New +$265K 0.02% 501

Other funds holding CMDY

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arete Wealth Advisors's CMDY Position: Q1 2023 in Review

Arete Wealth Advisors sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2023, closing a stake of 4,699 shares — an estimated $256K sold.

Arete Wealth Advisors first reported a position in CMDY in Q4 2022 and held it in 1 quarter. The position peaked at $256K in Q4 2022. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2023.

  • Arete Wealth Advisors reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,699 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2023, an estimated $256K.
  • Arete Wealth Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $256K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.