Krilogy Financial’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Krilogy Financial’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 Q1	$571K	Buy	17,344 +8,059	+87%	+$240K	0.02%	543
2025 Q4	$269K	Buy	+9,285	New	+$256K	0.01%	770

Other funds holding CMDT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $683M AUM 22.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Krilogy Financial's CMDT Position: Q1 2026 in Review

Krilogy Financial increased its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 87% in Q1 2026, buying an estimated $240K and bringing the position to 17,344 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #543.

Krilogy Financial first reported a position in CMDT in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

Krilogy Financial held 17,344 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $571K as of Q1 2026.
Krilogy Financial bought 8,059 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $240K.
PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #543 holding.
Krilogy Financial first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.