EWM
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Evolution Wealth Management’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Evolution 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
Q2 		– Sell
-70
Closed -$2.26K – 941
2026
Q1 		$2.26K Hold
70
– – ﹤0.01% 724
2025
Q4 		$1.93K Buy
+70
New +$1.93K ﹤0.01% 646

Other funds holding CMDT

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Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Evolution Wealth Management's CMDT Position: Q2 2026 in Review

Evolution Wealth Management sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2026, closing a stake of 70 shares — an estimated $2.26K sold.

Evolution Wealth Management first reported a position in CMDT in Q4 2025 and held it in 2 quarters. The position peaked at $2.26K in Q1 2026. 64 funds tracked by Wall St. Rank hold CMDT as of Q2 2026.

  • Evolution Wealth Management reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 70 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.26K.
  • Evolution Wealth Management first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2025 and held it in 2 quarters.
  • Evolution Wealth Management's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $2.26K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.