Avantax Advisory Services’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.7M	Sell	33,711 -273	-0.8%	-$13.7K	0.01%	882
2025 Q1	$1.76M	Sell	33,984 -560	-2%	-$28.2K	0.01%	801
2024 Q4	$1.64M	Buy	34,544 +2,929	+9%	+$144K	0.01%	815
2024 Q3	$1.58M	Buy	31,615 +106	+0.3%	+$5.12K	0.01%	802
2024 Q2	$1.56M	Buy	31,509 +799	+3%	+$39.9K	0.01%	762
2024 Q1	$1.47M	Buy	30,710 +4,770	+18%	+$223K	0.01%	631
2023 Q4	$1.22M	Buy	25,940 +4,811	+23%	+$242K	0.01%	647
2023 Q3	$1.09M	Buy	21,129 +3,762	+22%	+$195K	0.01%	654
2023 Q2	$860K	Sell	17,367 -10,932	-39%	-$550K	0.01%	738
2023 Q1	$1.46M	Buy	28,299 +6,400	+29%	+$334K	0.02%	535
2022 Q4	$1.19M	Buy	21,899 +1,698	+8%	+$95.9K	0.02%	578
2022 Q3	$1.11M	Sell	20,201 -1,498	-7%	-$86.5K	0.02%	531
2022 Q2	$1.26M	Buy	21,699 +37	+0.2%	+$2.36K	0.02%	489
2022 Q1	$1.33M	Buy	+21,662	New	+$1.22M	0.02%	467

Other funds holding CMDY

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's CMDY Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 0.8% in Q2 2025, selling an estimated $13.7K and leaving 33,711 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #882.

Avantax Advisory Services first reported a position in CMDY in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.76M in Q1 2025. 59 funds tracked by Wall St. Rank hold CMDY as of Q2 2025.

Avantax Advisory Services held 33,711 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $1.7M as of Q2 2025.
Avantax Advisory Services sold 273 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2025, an estimated $13.7K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #882 holding.
Avantax Advisory Services first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2022 and has held it in 14 quarters since.
Avantax Advisory Services's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $1.76M in Q1 2025.
59 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.