Capital Analysts LLC
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Capital Analysts LLC’s PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Capital Analysts LLC’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
2026
Q1 		– Sell
-91
Closed -$3K – 1545
2025
Q4 		$3K Buy
+91
New +$2.51K ﹤0.01% 1379
2023
Q4 		– Sell
-379
Closed -$10K – 1104
2023
Q3 		$10K Buy
+379
New +$10.2K ﹤0.01% 877

Other funds holding CMDT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.26% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
First National Advisers
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity D&D Bancorp
Fidelity D&D Bancorp Dunmore, Pennsylvania $297M AUM 14.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Capital Analysts LLC's CMDT Position: Q1 2026 in Review

Capital Analysts LLC sold out of PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund (CMDT) in Q1 2026, closing a stake of 91 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in CMDT in Q3 2023 and held it in 2 quarters. The position peaked at $10K in Q3 2023. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

  • Capital Analysts LLC reported no remaining PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 91 PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $3K.
  • Capital Analysts LLC first reported a position in PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund in Q3 2023 and held it in 2 quarters.
  • Capital Analysts LLC's PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund position peaked at $10K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.