CA
CMDT icon

Clearstead Advisors’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-435
Closed -$11.9K – 2842
2025
Q3 		$11.9K Buy
+435
New +$11.5K ﹤0.01% 1866

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clearstead Advisors's CMDT Position: Q4 2025 in Review

Clearstead Advisors sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q4 2025, closing a stake of 435 shares — an estimated $11.9K sold.

Clearstead Advisors first reported a position in CMDT in Q3 2025 and held it in 1 quarter. The position peaked at $11.9K in Q3 2025. 49 funds tracked by Wall St. Rank hold CMDT as of Q4 2025.

  • Clearstead Advisors reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 435 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q4 2025, an estimated $11.9K.
  • Clearstead Advisors first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $11.9K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.