EFS
CCNR

Essex Financial Services’s Financial Investors Trust ALPS/CoreCommodity Natural Resources ETF CCNR Stock Holding History

Essex Financial Services’s Portfolio CCNR Stock Details CCNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,549
Closed -$223K – 876
2026
Q1 		$223K Buy
+5,549
New +$211K 0.01% 718

Other funds holding CCNR

CM
CoreCommodity Management Stamford, Connecticut $502M AUM 53.83% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LBC
Lane Brothers & Co Prescott, Arizona $153M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Essex Financial Services's CCNR Position: Q2 2026 in Review

Essex Financial Services sold out of Financial Investors Trust ALPS/CoreCommodity Natural Resources ETF (CCNR) in Q2 2026, closing a stake of 5,549 shares — an estimated $223K sold.

Essex Financial Services first reported a position in CCNR in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 16 funds tracked by Wall St. Rank hold CCNR as of Q2 2026.

  • Essex Financial Services reported no remaining Financial Investors Trust ALPS/CoreCommodity Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 5,549 Financial Investors Trust ALPS/CoreCommodity Natural Resources ETF shares in Q2 2026, an estimated $223K.
  • Essex Financial Services first reported a position in Financial Investors Trust ALPS/CoreCommodity Natural Resources ETF in Q1 2026 and held it in 1 quarter.
  • Essex Financial Services's Financial Investors Trust ALPS/CoreCommodity Natural Resources ETF position peaked at $223K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Financial Investors Trust ALPS/CoreCommodity Natural Resources ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.