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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
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $683M AUM 22.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Evolution Wealth Management's CMDT Position: Q1 2026 in Review

Evolution Wealth Management held its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) position steady in Q1 2026 at 70 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Evolution Wealth Management first reported a position in CMDT in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

  • Evolution Wealth Management held 70 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $2.26K as of Q1 2026.
  • Evolution Wealth Management left its PIMCO Commodity Strategy Active Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #724 holding.
  • Evolution Wealth Management first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.