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M Holdings Securities’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

M Holdings Securities’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
2026
Q1 		– Sell
-14,172
Closed -$391K – 292
2025
Q4 		$391K Buy
+14,172
New +$391K 0.03% 268

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
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

M Holdings Securities's CMDT Position: Q1 2026 in Review

M Holdings Securities sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q1 2026, closing a stake of 14,172 shares — an estimated $391K sold.

M Holdings Securities first reported a position in CMDT in Q4 2025 and held it in 1 quarter. The position peaked at $391K in Q4 2025. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

  • M Holdings Securities reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • M Holdings Securities sold 14,172 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $391K.
  • M Holdings Securities first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • M Holdings Securities's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $391K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.