Independent Advisor Alliance’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Independent Advisor Alliance’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
2026 Q2	–	Sell	-13,483	Closed	-$435K	–	1135
2026 Q1	$435K	Buy	+13,483	New	+$402K	﹤0.01%	1173
2025 Q1	–	Sell	-50,699	Closed	-$1.28M	–	895
2024 Q4	$1.28M	Buy	+50,699	New	+$1.32M	0.02%	646

Other funds holding CMDT

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Independent Advisor Alliance's CMDT Position: Q2 2026 in Review

Independent Advisor Alliance sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2026, closing a stake of 13,483 shares — an estimated $435K sold.

Independent Advisor Alliance first reported a position in CMDT in Q4 2024 and held it in 2 quarters. The position peaked at $1.28M in Q4 2024. 51 funds tracked by Wall St. Rank hold CMDT as of Q2 2026.

Independent Advisor Alliance reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 13,483 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2026, an estimated $435K.
Independent Advisor Alliance first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $1.28M in Q4 2024.
51 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.