Axxcess Wealth Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Axxcess Wealth Management’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	-8,869	Closed	-$517K	–	556
2022 Q2	$517K	Buy	8,869 +3,263	+58%	+$208K	0.05%	301
2022 Q1	$344K	Buy	+5,606	New	+$316K	0.03%	443

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

Axxcess Wealth Management's CMDY Position: Q3 2022 in Review

Axxcess Wealth Management sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q3 2022, closing a stake of 8,869 shares — an estimated $517K sold.

Axxcess Wealth Management first reported a position in CMDY in Q1 2022 and held it in 2 quarters. The position peaked at $517K in Q2 2022. 71 funds tracked by Wall St. Rank hold CMDY as of Q3 2022.

Axxcess Wealth Management reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q3 2022 after selling out during the quarter.
Axxcess Wealth Management sold 8,869 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q3 2022, an estimated $517K.
Axxcess Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2022 and held it in 2 quarters.
Axxcess Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $517K in Q2 2022.
71 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.