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Legacy Capital Group California’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Legacy Capital Group California’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 		$217K Sell
6,719
-1,596
-19% -$47.6K 0.08% 265
2025
Q4 		$229K Sell
8,315
-67,532
-89% -$1.86M 0.06% 316
2025
Q3 		$2.08M Buy
+75,847
New +$2.01M 0.53% 31

Other funds holding CMDT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
LPL Financial
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
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 $21.9B AUM 68.6% 1-Year Est. Return

Legacy Capital Group California's CMDT Position: Q1 2026 in Review

Legacy Capital Group California reduced its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 19% in Q1 2026, selling an estimated $47.6K and leaving 6,719 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #265.

Legacy Capital Group California first reported a position in CMDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q3 2025. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

  • Legacy Capital Group California held 6,719 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $217K as of Q1 2026.
  • Legacy Capital Group California sold 1,596 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $47.6K.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.08% of Legacy Capital Group California's portfolio in Q1 2026, its #265 holding.
  • Legacy Capital Group California first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • Legacy Capital Group California's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $2.08M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.