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Coastal Bridge Advisors’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Coastal Bridge Advisors’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
-34,156
Closed -$945K – 464
2025
Q2 		$945K Sell
34,156
-1,223
-3% -$34.6K 0.08% 216
2025
Q1 		$1.04M Buy
+35,379
New +$1.02M 0.26% 100

Other funds holding COM

SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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 $570B AUM 27.57% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Coastal Bridge Advisors's COM Position: Q3 2025 in Review

Coastal Bridge Advisors sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q3 2025, closing a stake of 34,156 shares — an estimated $945K sold.

Coastal Bridge Advisors first reported a position in COM in Q1 2025 and held it in 2 quarters. The position peaked at $1.04M in Q1 2025. 61 funds tracked by Wall St. Rank hold COM as of Q3 2025.

  • Coastal Bridge Advisors reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 34,156 Direxion Auspice Broad Commodity Strategy ETF shares in Q3 2025, an estimated $945K.
  • Coastal Bridge Advisors first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Coastal Bridge Advisors's Direxion Auspice Broad Commodity Strategy ETF position peaked at $1.04M in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q3 2025.

Based on Coastal Bridge Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.