Financial Services Advisory’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Financial Services Advisory’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
2024 Q4	–	Sell	-181,388	Closed	-$5.21M	–	54
2024 Q3	$5.21M	Sell	181,388 -2,596	-1%	-$74.7K	1.26%	20
2024 Q2	$5.32M	Buy	+183,984	New	+$5.4M	1.46%	20
2023 Q4	–	Sell	-141,682	Closed	-$4.21M	–	57
2023 Q3	$4.21M	Buy	141,682 +2,876	+2%	+$85.7K	2.06%	14
2023 Q2	$4.09M	Buy	+138,806	New	+$4.28M	1.69%	15

Other funds holding COM

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Services Advisory's COM Position: Q4 2024 in Review

Financial Services Advisory sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q4 2024, closing a stake of 181,388 shares — an estimated $5.21M sold.

Financial Services Advisory first reported a position in COM in Q2 2023 and held it in 4 quarters. The position peaked at $5.32M in Q2 2024. 75 funds tracked by Wall St. Rank hold COM as of Q4 2024.

Financial Services Advisory reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q4 2024 after selling out during the quarter.
Financial Services Advisory sold 181,388 Direxion Auspice Broad Commodity Strategy ETF shares in Q4 2024, an estimated $5.21M.
Financial Services Advisory first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2023 and held it in 4 quarters.
Financial Services Advisory's Direxion Auspice Broad Commodity Strategy ETF position peaked at $5.32M in Q2 2024.
75 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q4 2024.

Based on Financial Services Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.