Capital Analysts LLC’s PIMCO Commodity 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $683M AUM 22.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

Capital Analysts LLC sold out of PIMCO Commodity 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 Strategy Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Capital Analysts LLC sold 91 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $3K.
Capital Analysts LLC first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q3 2023 and held it in 2 quarters.
Capital Analysts LLC's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $10K in Q3 2023.
54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

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