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Leo Wealth LLC’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Leo Wealth LLC’s Portfolio CMDY Stock Details CMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,495
Closed -$259K – 293
2024
Q4 		$259K Buy
+5,495
New +$270K 0.02% 305

Other funds holding CMDY

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Leo Wealth LLC's CMDY Position: Q1 2025 in Review

Leo Wealth LLC sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2025, closing a stake of 5,495 shares — an estimated $259K sold.

Leo Wealth LLC first reported a position in CMDY in Q4 2024 and held it in 1 quarter. The position peaked at $259K in Q4 2024. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2025.

  • Leo Wealth LLC reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 5,495 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2025, an estimated $259K.
  • Leo Wealth LLC first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Leo Wealth LLC's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $259K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2025.

Based on Leo Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.