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Foundations Investment Advisors’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Foundations Investment Advisors’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
2025
Q2 		– Sell
-21,060
Closed -$564K – 929
2025
Q1 		$564K Sell
21,060
-13,546
-39% -$355K 0.01% 547
2024
Q4 		$873K Sell
34,606
-947
-3% -$24.7K 0.02% 427
2024
Q3 		$950K Sell
35,553
-6,021
-14% -$158K 0.02% 366
2024
Q2 		$1.13M Buy
+41,574
New +$1.14M 0.03% 317

Other funds holding CMDT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return

Foundations Investment Advisors's CMDT Position: Q2 2025 in Review

Foundations Investment Advisors sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2025, closing a stake of 21,060 shares — an estimated $564K sold.

Foundations Investment Advisors first reported a position in CMDT in Q2 2024 and held it in 4 quarters. The position peaked at $1.13M in Q2 2024. 30 funds tracked by Wall St. Rank hold CMDT as of Q2 2025.

  • Foundations Investment Advisors reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 21,060 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2025, an estimated $564K.
  • Foundations Investment Advisors first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q2 2024 and held it in 4 quarters.
  • Foundations Investment Advisors's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $1.13M in Q2 2024.
  • 30 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.