Lido Advisors’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Lido Advisors’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
2026 Q1	$279K	Sell	8,310 -5,926	-42%	-$189K	﹤0.01%	1604
2025 Q4	$421K	Hold	14,236	–	–	﹤0.01%	1377
2025 Q3	$409K	Sell	14,236 -6,129	-30%	-$172K	﹤0.01%	1315
2025 Q2	$563K	Sell	20,365 -9,543	-32%	-$270K	﹤0.01%	1069
2025 Q1	$878K	Sell	29,908 -5,527	-16%	-$160K	﹤0.01%	829
2024 Q4	$1M	Buy	+35,435	New	+$1.02M	﹤0.01%	764

Other funds holding COM

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Lido Advisors's COM Position: Q1 2026 in Review

Lido Advisors reduced its Direxion Auspice Broad Commodity Strategy ETF (COM) stake by 42% in Q1 2026, selling an estimated $189K and leaving 8,310 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Lido Advisors first reported a position in COM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1M in Q4 2024. 71 funds tracked by Wall St. Rank hold COM as of Q1 2026.

Lido Advisors held 8,310 shares of Direxion Auspice Broad Commodity Strategy ETF worth $279K as of Q1 2026.
Lido Advisors sold 5,926 Direxion Auspice Broad Commodity Strategy ETF shares in Q1 2026, an estimated $189K.
Direxion Auspice Broad Commodity Strategy ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1604 holding.
Lido Advisors first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Lido Advisors's Direxion Auspice Broad Commodity Strategy ETF position peaked at $1M in Q4 2024.
71 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.