BWM
COM icon

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 $2.49B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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 $528B AUM 27.57% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return