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Lord & Richards Wealth Management’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Lord & Richards 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
Q2 		– Sell
-34
Closed -$910 – 68
2025
Q1 		$910 Buy
+34
New +$892 ﹤0.01% 167

Other funds holding CMDT

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Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $44.6B AUM 28.94% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Lord & Richards Wealth Management's CMDT Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2025, closing a stake of 34 shares — an estimated $910 sold.

Lord & Richards Wealth Management first reported a position in CMDT in Q1 2025 and held it in 1 quarter. The position peaked at $910 in Q1 2025. 30 funds tracked by Wall St. Rank hold CMDT as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 34 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2025, an estimated $910.
  • Lord & Richards Wealth Management first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $910 in Q1 2025.
  • 30 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.