Avidian Wealth Enterprises’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Avidian Wealth Enterprises’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
2022 Q3	–	Sell	-16,332	Closed	-$951K	–	429
2022 Q2	$951K	Buy	16,332 +172	+1%	+$11K	0.07%	175
2022 Q1	$991K	Buy	+16,160	New	+$911K	0.06%	195

Other funds holding CMDY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

DCM

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

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

IFPG

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Avidian Wealth Enterprises's CMDY Position: Q3 2022 in Review

Avidian Wealth Enterprises sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q3 2022, closing a stake of 16,332 shares — an estimated $951K sold.

Avidian Wealth Enterprises first reported a position in CMDY in Q1 2022 and held it in 2 quarters. The position peaked at $991K in Q1 2022. 71 funds tracked by Wall St. Rank hold CMDY as of Q3 2022.

Avidian Wealth Enterprises reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q3 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 16,332 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q3 2022, an estimated $951K.
Avidian Wealth Enterprises first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2022 and held it in 2 quarters.
Avidian Wealth Enterprises's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $991K in Q1 2022.
71 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2022, filed 3 Nov 2022.