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Impact Partnership Wealth’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-5,096
Closed -$144K – 302
2024
Q1 		$144K Sell
5,096
-965
-16% -$27K 0.06% 217
2023
Q4 		$169K Sell
6,061
-159
-3% -$4.57K 0.06% 204
2023
Q3 		$185K Buy
6,220
+5,255
+545% +$157K 0.06% 191
2023
Q2 		$28.4K Buy
+965
New +$29.8K 0.01% 304

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

Impact Partnership Wealth's COM Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q2 2024, closing a stake of 5,096 shares — an estimated $144K sold.

Impact Partnership Wealth first reported a position in COM in Q2 2023 and held it in 4 quarters. The position peaked at $185K in Q3 2023. 69 funds tracked by Wall St. Rank hold COM as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,096 Direxion Auspice Broad Commodity Strategy ETF shares in Q2 2024, an estimated $144K.
  • Impact Partnership Wealth first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Direxion Auspice Broad Commodity Strategy ETF position peaked at $185K in Q3 2023.
  • 69 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.