Capital Advisory Group Advisory Services’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Capital Advisory Group Advisory Services’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
2026 Q1	–	Sell	-29,431	Closed	-$871K	–	33
2025 Q4	$871K	Sell	29,431 -33,009	-53%	-$969K	0.26%	82
2025 Q3	$1.79M	Sell	62,440 -20,629	-25%	-$580K	0.56%	54
2025 Q2	$2.3M	Sell	83,069 -1,353	-2%	-$38.3K	0.83%	40
2025 Q1	$2.48M	Buy	84,422 +14	+0%	+$405	0.95%	36
2024 Q4	$2.39M	Buy	84,408 +1,620	+2%	+$46.6K	0.86%	38
2024 Q3	$2.38M	Buy	82,788 +245	+0.3%	+$7.05K	0.95%	32
2024 Q2	$2.39M	Buy	82,543 +20,330	+33%	+$597K	1.02%	28
2024 Q1	$1.76M	Buy	62,213 +23,273	+60%	+$650K	0.83%	34
2023 Q4	$1.08M	Buy	38,940 +6,772	+21%	+$195K	0.58%	50
2023 Q3	$955K	Buy	32,168 +8,083	+34%	+$241K	0.54%	52
2023 Q2	$709K	Buy	24,085 +3,142	+15%	+$96.9K	0.51%	49
2023 Q1	$642K	Buy	20,943 +3,428	+20%	+$102K	0.39%	70
2022 Q4	$515K	Buy	17,515 +2,225	+15%	+$66.4K	0.35%	75
2022 Q3	$456K	Buy	15,290 +5,290	+53%	+$159K	0.32%	77
2022 Q2	$330K	Buy	10,000 +3,100	+45%	+$104K	0.2%	101
2022 Q1	$229K	Buy	+6,900	New	+$218K	0.11%	142

Other funds holding COM

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Capital Advisory Group Advisory Services's COM Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q1 2026, closing a stake of 29,431 shares — an estimated $871K sold.

Capital Advisory Group Advisory Services first reported a position in COM in Q1 2022 and held it in 16 quarters. The position peaked at $2.48M in Q1 2025. 71 funds tracked by Wall St. Rank hold COM as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 29,431 Direxion Auspice Broad Commodity Strategy ETF shares in Q1 2026, an estimated $871K.
Capital Advisory Group Advisory Services first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q1 2022 and held it in 16 quarters.
Capital Advisory Group Advisory Services's Direxion Auspice Broad Commodity Strategy ETF position peaked at $2.48M in Q1 2025.
71 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.