Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Envestnet Portfolio Solutions’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
2023
Q4 		– Sell
-7,556
Closed -$224K – 1539
2023
Q3 		$224K Buy
+7,556
New +$225K ﹤0.01% 1382

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

Envestnet Portfolio Solutions's COM Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q4 2023, closing a stake of 7,556 shares — an estimated $224K sold.

Envestnet Portfolio Solutions first reported a position in COM in Q3 2023 and held it in 1 quarter. The position peaked at $224K in Q3 2023. 71 funds tracked by Wall St. Rank hold COM as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,556 Direxion Auspice Broad Commodity Strategy ETF shares in Q4 2023, an estimated $224K.
  • Envestnet Portfolio Solutions first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Direxion Auspice Broad Commodity Strategy ETF position peaked at $224K in Q3 2023.
  • 71 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.