CAWM
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Capital A Wealth Management’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Capital A Wealth Management’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
2025
Q1 		– Sell
-613
Closed -$15.5K – 749
2024
Q4 		$15.5K Buy
+613
New +$16K 0.03% 267

Other funds holding CMDT

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Capital A Wealth Management's CMDT Position: Q1 2025 in Review

Capital A Wealth Management sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q1 2025, closing a stake of 613 shares — an estimated $15.5K sold.

Capital A Wealth Management first reported a position in CMDT in Q4 2024 and held it in 1 quarter. The position peaked at $15.5K in Q4 2024. 45 funds tracked by Wall St. Rank hold CMDT as of Q1 2025.

  • Capital A Wealth Management reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 613 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2025, an estimated $15.5K.
  • Capital A Wealth Management first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $15.5K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.