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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$213K Buy
+6,146
New +$206K 0.16% 60
2025
Q2
– Sell
-7,812
Closed -$209K – 47
2025
Q1
$209K Sell
7,812
-3,900
-33% -$102K 0.19% 43
2024
Q4
$296K Buy
+11,712
New +$305K 0.27% 38

Other funds holding CMDT

M Wealth Management LLC's CMDT Position: Q3 2026 in Review

M Wealth Management LLC opened a new position in PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q3 2026: 6,146 shares worth $213K. The stake represents 0.16% of the portfolio and ranks #60 among its holdings. This is a return to the name: M Wealth Management LLC previously reported a position in CMDT as recently as Q1 2025.

M Wealth Management LLC first reported a position in CMDT in Q4 2024 and has held it in 3 quarters since. The position peaked at $296K in Q4 2024. 12 funds tracked by Wall St. Rank hold CMDT as of Q3 2026.

  • M Wealth Management LLC held 6,146 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $213K as of Q3 2026.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund was a new M Wealth Management LLC position in Q3 2026.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.16% of M Wealth Management LLC's portfolio in Q3 2026, its #60 holding.
  • M Wealth Management LLC first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2024 and has held it in 3 quarters since.
  • M Wealth Management LLC's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $296K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.