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Burke & Herbert Bank & Trust’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Burke & Herbert Bank & Trust’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
-12,050
Closed -$333K – 242
2025
Q2 		$333K Hold
12,050
– – 0.07% 184
2025
Q1 		$354K Hold
12,050
– – 0.09% 181
2024
Q4 		$341K Sell
12,050
-8,115
-40% -$233K 0.08% 180
2024
Q3 		$580K Sell
20,165
-7,750
-28% -$223K 0.13% 148
2024
Q2 		$807K Buy
+27,915
New +$819K 0.2% 126

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

Burke & Herbert Bank & Trust's COM Position: Q3 2025 in Review

Burke & Herbert Bank & Trust sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q3 2025, closing a stake of 12,050 shares — an estimated $333K sold.

Burke & Herbert Bank & Trust first reported a position in COM in Q2 2024 and held it in 5 quarters. The position peaked at $807K in Q2 2024. 61 funds tracked by Wall St. Rank hold COM as of Q3 2025.

  • Burke & Herbert Bank & Trust reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Burke & Herbert Bank & Trust sold 12,050 Direxion Auspice Broad Commodity Strategy ETF shares in Q3 2025, an estimated $333K.
  • Burke & Herbert Bank & Trust first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2024 and held it in 5 quarters.
  • Burke & Herbert Bank & Trust's Direxion Auspice Broad Commodity Strategy ETF position peaked at $807K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q3 2025.

Based on Burke & Herbert Bank & Trust's 13F filing for Q3 2025, filed 7 Nov 2025.