Axxcess Wealth Management’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Axxcess Wealth Management’s Portfolio CMDT Stock Details CMDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,944	Closed	-$355K	–	1058
2025 Q3	$355K	Buy	+12,944	New	+$343K	0.01%	703

Other funds holding CMDT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Axxcess Wealth Management's CMDT Position: Q4 2025 in Review

Axxcess Wealth Management sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q4 2025, closing a stake of 12,944 shares — an estimated $355K sold.

Axxcess Wealth Management first reported a position in CMDT in Q3 2025 and held it in 1 quarter. The position peaked at $355K in Q3 2025. 49 funds tracked by Wall St. Rank hold CMDT as of Q4 2025.

Axxcess Wealth Management reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 12,944 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q4 2025, an estimated $355K.
Axxcess Wealth Management first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
Axxcess Wealth Management's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $355K in Q3 2025.
49 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.