Corient Private Wealth’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Corient Private Wealth’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
2026 Q1	$452K	Sell	13,995 -7,919	-36%	-$236K	﹤0.01%	2088
2025 Q4	$605K	Buy	+21,914	New	+$605K	﹤0.01%	2202

Other funds holding CMDT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $683M AUM 22.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Corient Private Wealth's CMDT Position: Q1 2026 in Review

Corient Private Wealth reduced its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 36% in Q1 2026, selling an estimated $236K and leaving 13,995 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Corient Private Wealth first reported a position in CMDT in Q4 2025 and has held it in 2 quarters since. The position peaked at $605K in Q4 2025. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

Corient Private Wealth held 13,995 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $452K as of Q1 2026.
Corient Private Wealth sold 7,919 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $236K.
PIMCO Commodity Strategy Active Exchange-Traded Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2088 holding.
Corient Private Wealth first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
Corient Private Wealth's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $605K in Q4 2025.
54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.