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

M Wealth Management LLC’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
-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

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
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 $38.8B AUM 21.88% 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 $723M AUM 24.23% 1-Year Est. Return

M Wealth Management LLC's CMDT Position: Q2 2025 in Review

M Wealth Management LLC sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2025, closing a stake of 7,812 shares — an estimated $209K sold.

M Wealth Management LLC first reported a position in CMDT in Q4 2024 and held it in 2 quarters. The position peaked at $296K in Q4 2024. 30 funds tracked by Wall St. Rank hold CMDT as of Q2 2025.

  • M Wealth Management LLC reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • M Wealth Management LLC sold 7,812 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2025, an estimated $209K.
  • M Wealth Management LLC first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • M Wealth Management LLC's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $296K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2025.

Based on M Wealth Management LLC's 13F filing for Q2 2025, filed 11 Aug 2025.