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Castleview Partners’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Castleview Partners’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
2023
Q3 		– Sell
-705
Closed -$20.7K – 690
2023
Q2 		$20.7K Buy
+705
New +$21.7K 0.02% 353

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Castleview Partners's COM Position: Q3 2023 in Review

Castleview Partners sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q3 2023, closing a stake of 705 shares — an estimated $20.7K sold.

Castleview Partners first reported a position in COM in Q2 2023 and held it in 1 quarter. The position peaked at $20.7K in Q2 2023. 63 funds tracked by Wall St. Rank hold COM as of Q3 2023.

  • Castleview Partners reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 705 Direxion Auspice Broad Commodity Strategy ETF shares in Q3 2023, an estimated $20.7K.
  • Castleview Partners first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Castleview Partners's Direxion Auspice Broad Commodity Strategy ETF position peaked at $20.7K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.