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Engrave Wealth Partners’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Engrave Wealth Partners’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
2022
Q2 		– Sell
-227,174
Closed -$7.54M – 57
2022
Q1 		$7.54M Buy
227,174
+8,077
+4% +$255K 2.82% 10
2021
Q4 		$6.39M Buy
219,097
+14,657
+7% +$469K 1.85% 16
2021
Q3 		$6.48M Sell
204,440
-5,501
-3% -$169K 1.91% 13
2021
Q2 		$6.36M Buy
+209,941
New +$6.19M 1.92% 24

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
UCIG
Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Engrave Wealth Partners's COM Position: Q2 2022 in Review

Engrave Wealth Partners sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q2 2022, closing a stake of 227,174 shares — an estimated $7.54M sold.

Engrave Wealth Partners first reported a position in COM in Q2 2021 and held it in 4 quarters. The position peaked at $7.54M in Q1 2022. 62 funds tracked by Wall St. Rank hold COM as of Q2 2022.

  • Engrave Wealth Partners reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q2 2022 after selling out during the quarter.
  • Engrave Wealth Partners sold 227,174 Direxion Auspice Broad Commodity Strategy ETF shares in Q2 2022, an estimated $7.54M.
  • Engrave Wealth Partners first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2021 and held it in 4 quarters.
  • Engrave Wealth Partners's Direxion Auspice Broad Commodity Strategy ETF position peaked at $7.54M in Q1 2022.
  • 62 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q2 2022.

Based on Engrave Wealth Partners's 13F filing for Q2 2022, filed 13 Jul 2022.