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

Lifeworks 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
2025
Q4 		– Sell
-8,542
Closed -$245K – 329
2025
Q3 		$245K Sell
8,542
-115
-1% -$3.23K 0.03% 291
2025
Q2 		$239K Sell
8,657
-747
-8% -$21.2K 0.04% 283
2025
Q1 		$276K Sell
9,404
-2,444
-21% -$70.7K 0.05% 255
2024
Q4 		$336K Sell
11,848
-302
-2% -$8.68K 0.06% 211
2024
Q3 		$349K Buy
+12,150
New +$350K 0.07% 209

Other funds holding COM

PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lifeworks Advisors's COM Position: Q4 2025 in Review

Lifeworks Advisors sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q4 2025, closing a stake of 8,542 shares — an estimated $245K sold.

Lifeworks Advisors first reported a position in COM in Q3 2024 and held it in 5 quarters. The position peaked at $349K in Q3 2024. 60 funds tracked by Wall St. Rank hold COM as of Q4 2025.

  • Lifeworks Advisors reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 8,542 Direxion Auspice Broad Commodity Strategy ETF shares in Q4 2025, an estimated $245K.
  • Lifeworks Advisors first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q3 2024 and held it in 5 quarters.
  • Lifeworks Advisors's Direxion Auspice Broad Commodity Strategy ETF position peaked at $349K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q4 2025.

Based on Lifeworks Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.