Carson Wealth (CWM LLC)
COM icon

Carson Wealth (CWM LLC)’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-234
Closed -$6K – 5301
2025
Q2 		$6K Hold
234
– – ﹤0.01% 4526
2025
Q1 		$7K Buy
+234
New +$6.77K ﹤0.01% 4273

Other funds holding COM

SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COM Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q3 2025, closing a stake of 234 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in COM in Q1 2025 and held it in 2 quarters. The position peaked at $7K in Q1 2025. 62 funds tracked by Wall St. Rank hold COM as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 234 Direxion Auspice Broad Commodity Strategy ETF shares in Q3 2025, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Direxion Auspice Broad Commodity Strategy ETF position peaked at $7K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.