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Lokken Investment Group’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Lokken Investment Group’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
Q3 		$4.18M Buy
152,591
+5,369
+4% +$142K 1.44% 20
2025
Q2 		$3.8M Buy
147,222
+7,295
+5% +$188K 1.47% 20
2025
Q1 		$3.75M Buy
139,927
+20,138
+17% +$528K 1.58% 18
2024
Q4 		$3.02M Buy
119,789
+37,422
+45% +$974K 1.31% 20
2024
Q3 		$2.2M Buy
82,367
+2,573
+3% +$67.5K 0.92% 28
2024
Q2 		$2.17M Buy
79,794
+5,156
+7% +$141K 1.02% 23
2024
Q1 		$2.03M Buy
+74,638
New +$1.96M 1.01% 26

Other funds holding CMDT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Lokken Investment Group's CMDT Position: Q3 2025 in Review

Lokken Investment Group increased its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 3.6% in Q3 2025, buying an estimated $142K and bringing the position to 152,591 shares worth $4.18M. The position accounts for 1.44% of the portfolio, ranked #20.

Lokken Investment Group first reported a position in CMDT in Q1 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold CMDT as of Q3 2025.

  • Lokken Investment Group held 152,591 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $4.18M as of Q3 2025.
  • Lokken Investment Group bought 5,369 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q3 2025, an estimated $142K.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund made up 1.44% of Lokken Investment Group's portfolio in Q3 2025, its #20 holding.
  • Lokken Investment Group first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q1 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.