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Financial Gravity Asset Management’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-104
Closed -$2.81K – 1619
2024
Q1 		$2.81K Buy
+104
New +$2.73K ﹤0.01% 1006

Other funds holding CMDT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Financial Gravity Asset Management's CMDT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2024, closing a stake of 104 shares — an estimated $2.81K sold.

Financial Gravity Asset Management first reported a position in CMDT in Q1 2024 and held it in 1 quarter. The position peaked at $2.81K in Q1 2024. 24 funds tracked by Wall St. Rank hold CMDT as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 104 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2024, an estimated $2.81K.
  • Financial Gravity Asset Management first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $2.81K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.