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

Legacy Capital Wealth Partners’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
2025
Q4 		– Sell
-13,749
Closed -$377K – 381
2025
Q3 		$377K Buy
+13,749
New +$364K 0.08% 260

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3AM
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FDDB
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ETC
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LPL Financial
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DWM
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Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Capital Wealth Partners's CMDT Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q4 2025, closing a stake of 13,749 shares — an estimated $377K sold.

Legacy Capital Wealth Partners first reported a position in CMDT in Q3 2025 and held it in 1 quarter. The position peaked at $377K in Q3 2025. 49 funds tracked by Wall St. Rank hold CMDT as of Q4 2025.

  • Legacy Capital Wealth Partners reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 13,749 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q4 2025, an estimated $377K.
  • Legacy Capital Wealth Partners first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $377K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.