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Heck Capital Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Heck Capital Advisors’s Portfolio CMDY Stock Details CMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.5M Buy
+407,139
New +$24.3M 1.34% 16

Other funds holding CMDY

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Heck Capital Advisors's CMDY Position: Q2 2026 in Review

Heck Capital Advisors opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2026: 407,139 shares worth $22.5M. The stake represents 1.34% of the portfolio and ranks #16 among its holdings.

78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

  • Heck Capital Advisors held 407,139 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $22.5M as of Q2 2026.
  • iShares Bloomberg Roll Select Commodity Strategy ETF was a new Heck Capital Advisors position in Q2 2026.
  • iShares Bloomberg Roll Select Commodity Strategy ETF made up 1.34% of Heck Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • 78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.