Litman Gregory Wealth Management’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Litman Gregory Wealth Management’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	$101K	Buy	+3,675	New	+$101K	0.01%	182

Other funds holding CMDT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Litman Gregory Wealth Management's CMDT Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q4 2025: 3,675 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings.

49 funds tracked by Wall St. Rank hold CMDT as of Q4 2025.

Litman Gregory Wealth Management held 3,675 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $101K as of Q4 2025.
PIMCO Commodity Strategy Active Exchange-Traded Fund was a new Litman Gregory Wealth Management position in Q4 2025.
PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #182 holding.
49 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.