Cerity Partners
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Cerity Partners’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Cerity Partners’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
2025
Q2 		– Sell
-18,968
Closed -$508K – 2654
2025
Q1 		$508K Buy
+18,968
New +$498K ﹤0.01% 1747

Other funds holding CMDT

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AWM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Cerity Partners's CMDT Position: Q2 2025 in Review

Cerity Partners sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2025, closing a stake of 18,968 shares — an estimated $508K sold.

Cerity Partners first reported a position in CMDT in Q1 2025 and held it in 1 quarter. The position peaked at $508K in Q1 2025. 30 funds tracked by Wall St. Rank hold CMDT as of Q2 2025.

  • Cerity Partners reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Cerity Partners sold 18,968 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2025, an estimated $508K.
  • Cerity Partners first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • Cerity Partners's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $508K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.