Kingsview Wealth Management’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Kingsview Wealth Management’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 Q1	–	Sell	-11,800	Closed	-$328K	–	1019
2023 Q4	$328K	Hold	11,800	–	–	0.01%	734
2023 Q3	$350K	Hold	11,800	–	–	0.01%	710
2023 Q2	$347K	Hold	11,800	–	–	0.01%	697
2023 Q1	$362K	Hold	11,800	–	–	0.02%	661
2022 Q4	$347K	Buy	11,800 +1,900	+19%	+$56.7K	0.02%	613
2022 Q3	$295K	Sell	9,900 -750	-7%	-$22.6K	0.01%	647
2022 Q2	$330K	Buy	+10,650	New	+$357K	0.02%	634

Other funds holding COM

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

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

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

PPW

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Kingsview Wealth Management's COM Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q1 2024, closing a stake of 11,800 shares — an estimated $328K sold.

Kingsview Wealth Management first reported a position in COM in Q2 2022 and held it in 7 quarters. The position peaked at $362K in Q1 2023. 67 funds tracked by Wall St. Rank hold COM as of Q1 2024.

Kingsview Wealth Management reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q1 2024 after selling out during the quarter.
Kingsview Wealth Management sold 11,800 Direxion Auspice Broad Commodity Strategy ETF shares in Q1 2024, an estimated $328K.
Kingsview Wealth Management first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2022 and held it in 7 quarters.
Kingsview Wealth Management's Direxion Auspice Broad Commodity Strategy ETF position peaked at $362K in Q1 2023.
67 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.