MPWM Advisory Solutions’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

MPWM Advisory Solutions’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	$11.5K	Hold	355	–	–	0.01%	327
2025 Q4	$9.79K	Sell	355 -222	-38%	-$6.13K	0.01%	323
2025 Q3	$15.8K	Sell	577 -147	-20%	-$3.89K	0.01%	254
2025 Q2	$18.7K	Hold	724	–	–	0.01%	243
2025 Q1	$19.4K	Hold	724	–	–	0.01%	241
2024 Q4	$18.3K	Buy	+724	New	+$18.8K	0.01%	259

Other funds holding CMDT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $683M AUM 22.87% 1-Year Est. Return

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 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

MPWM Advisory Solutions's CMDT Position: Q1 2026 in Review

MPWM Advisory Solutions held its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) position steady in Q1 2026 at 355 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #327.

MPWM Advisory Solutions first reported a position in CMDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.4K in Q1 2025. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

MPWM Advisory Solutions held 355 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $11.5K as of Q1 2026.
MPWM Advisory Solutions left its PIMCO Commodity Strategy Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #327 holding.
MPWM Advisory Solutions first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $19.4K in Q1 2025.
54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.