Creative Planning’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Creative Planning’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
2026 Q2	$299K	Buy	+5,414	New	+$324K	﹤0.01%	3564

Other funds holding CMDY

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's CMDY Position: Q2 2026 in Review

Creative Planning opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2026: 5,414 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #3564 among its holdings.

78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

Creative Planning held 5,414 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $299K as of Q2 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF was a new Creative Planning position in Q2 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3564 holding.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.