Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Carson Wealth (CWM 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 		$38M Buy
1,178,239
+271,755
+30% +$8.1M 0.1% 194
2025
Q4 		$25M Buy
906,484
+481,124
+113% +$13.3M 0.07% 257
2025
Q3 		$11.7M Buy
425,360
+13,010
+3% +$344K 0.04% 421
2025
Q2 		$10.7M Buy
412,350
+6,872
+2% +$177K 0.04% 380
2025
Q1 		$10.9M Buy
405,478
+35,816
+10% +$940K 0.04% 328
2024
Q4 		$9.33M Buy
369,662
+11,777
+3% +$307K 0.04% 333
2024
Q3 		$9.57M Buy
357,885
+22,458
+7% +$589K 0.04% 320
2024
Q2 		$9.14M Sell
335,427
-1,872
-0.6% -$51.2K 0.04% 310
2024
Q1 		$9.16M Sell
337,299
-67,379
-17% -$1.77M 0.04% 305
2023
Q4 		$10.4M Sell
404,678
-102,813
-20% -$2.73M 0.06% 269
2023
Q3 		$13.9M Buy
+507,491
New +$13.7M 0.08% 195

Other funds holding CMDT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CMDT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 30% in Q1 2026, buying an estimated $8.1M and bringing the position to 1,178,239 shares worth $38M. The position accounts for 0.1% of the portfolio, ranked #194.

Carson Wealth (CWM LLC) first reported a position in CMDT in Q3 2023 and has held it in 11 quarters since. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,178,239 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $38M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 271,755 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $8.1M.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #194 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q3 2023 and has held it in 11 quarters since.
  • 54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.