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

Barnes Wealth Management Group’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
2026 Q1	$609K	Buy	18,887 +789	+4%	+$23.5K	0.31%	87
2025 Q4	$499K	Buy	18,098 +9,387	+108%	+$259K	0.27%	87
2025 Q3	$239K	Buy	8,711 +549	+7%	+$14.5K	0.13%	151
2025 Q2	$211K	Buy	8,162 +252	+3%	+$6.48K	0.12%	155
2025 Q1	$212K	Buy	+7,910	New	+$208K	0.14%	148

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 $6.15B AUM 22.62% 1-Year Est. Return

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

FNA

First National Advisers Omaha, Nebraska $683M AUM 22.87% 1-Year Est. Return

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

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Barnes Wealth Management Group's CMDT Position: Q1 2026 in Review

Barnes Wealth Management Group increased its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 4.4% in Q1 2026, buying an estimated $23.5K and bringing the position to 18,887 shares worth $609K. The position accounts for 0.31% of the portfolio, ranked #87.

Barnes Wealth Management Group first reported a position in CMDT in Q1 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

Barnes Wealth Management Group held 18,887 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $609K as of Q1 2026.
Barnes Wealth Management Group bought 789 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $23.5K.
PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.31% of Barnes Wealth Management Group's portfolio in Q1 2026, its #87 holding.
Barnes Wealth Management Group first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.