Aventura Private Wealth’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Aventura Private Wealth’s Portfolio GCC Stock Details GCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81K	Hold	80	–	–	﹤0.01%	839
2026 Q1	$1.92K	Hold	80	–	–	﹤0.01%	750
2025 Q4	$1.69K	Hold	80	–	–	﹤0.01%	704
2025 Q3	$1.71K	Hold	80	–	–	﹤0.01%	694
2025 Q2	$1.59K	Hold	80	–	–	﹤0.01%	646
2025 Q1	$1.57K	Hold	80	–	–	﹤0.01%	626
2024 Q4	$1.51K	Buy	+80	New	+$1.52K	﹤0.01%	605

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XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return