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Congress Wealth Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Congress Wealth Management’s Portfolio CMDY Stock Details CMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.47M Buy
+108,421
New +$5.45M 0.05% 363

Other funds holding CMDY

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Congress Wealth Management's CMDY Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2025: 108,421 shares worth $5.47M. The stake represents 0.05% of the portfolio and ranks #363 among its holdings.

59 funds tracked by Wall St. Rank hold CMDY as of Q2 2025.

  • Congress Wealth Management held 108,421 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $5.47M as of Q2 2025.
  • iShares Bloomberg Roll Select Commodity Strategy ETF was a new Congress Wealth Management position in Q2 2025.
  • iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #363 holding.
  • 59 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.