Dakota Wealth Management’s PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Dakota Wealth Management’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 Q3	$7.5M	Buy	216,520 +32,337	+18%	+$1.08M	0.14%	141
2026 Q2	$5.65M	Buy	184,183 +1,653	+0.9%	+$54.6K	0.11%	178
2026 Q1	$5.89M	Buy	182,530 +4,695	+3%	+$140K	0.13%	157
2025 Q4	$4.91M	Buy	+177,835	New	+$4.91M	0.09%	178

Other funds holding CMDT

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity D&D Bancorp Dunmore, Pennsylvania $297M AUM 14.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $217M AUM 9.21% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Dakota Wealth Management's CMDT Position: Q3 2026 in Review

Dakota Wealth Management increased its PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund (CMDT) stake by 18% in Q3 2026, buying an estimated $1.08M and bringing the position to 216,520 shares worth $7.5M. The position accounts for 0.14% of the portfolio, ranked #141.

Dakota Wealth Management first reported a position in CMDT in Q4 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold CMDT as of Q3 2026.

Dakota Wealth Management held 216,520 shares of PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund worth $7.5M as of Q3 2026.
Dakota Wealth Management bought 32,337 PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.08M.
PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund made up 0.14% of Dakota Wealth Management's portfolio in Q3 2026, its #141 holding.
Dakota Wealth Management first reported a position in PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.