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BKM Wealth Management’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

BKM Wealth Management’s Portfolio COM Stock Details COM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,649
Closed -$295K – 159
2025
Q2 		$295K Buy
10,649
+27
+0.3% +$765 0.12% 128
2025
Q1 		$312K Buy
10,622
+216
+2% +$6.25K 0.13% 124
2024
Q4 		$295K Buy
10,406
+1,450
+16% +$41.7K 0.12% 135
2024
Q3 		$257K Buy
8,956
+2,006
+29% +$57.7K 0.1% 146
2024
Q2 		$201K Buy
+6,950
New +$204K 0.1% 139
2024
Q1 		– Sell
-3,807
Closed -$106K – 257
2023
Q4 		$106K Buy
+3,807
New +$109K 0.05% 197

Other funds holding COM

SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BKM Wealth Management's COM Position: Q3 2025 in Review

BKM Wealth Management sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q3 2025, closing a stake of 10,649 shares — an estimated $295K sold.

BKM Wealth Management first reported a position in COM in Q4 2023 and held it in 6 quarters. The position peaked at $312K in Q1 2025. 61 funds tracked by Wall St. Rank hold COM as of Q3 2025.

  • BKM Wealth Management reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • BKM Wealth Management sold 10,649 Direxion Auspice Broad Commodity Strategy ETF shares in Q3 2025, an estimated $295K.
  • BKM Wealth Management first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q4 2023 and held it in 6 quarters.
  • BKM Wealth Management's Direxion Auspice Broad Commodity Strategy ETF position peaked at $312K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q3 2025.

Based on BKM Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.