Narus Financial Partners’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Narus Financial Partners’s Portfolio COM Stock Details COM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,535	Closed	-$218K	–	151
2024 Q2	$218K	Sell	7,535 -11,096	-60%	-$326K	0.09%	133
2024 Q1	$527K	Sell	18,631 -15,522	-45%	-$434K	0.23%	69
2023 Q4	$950K	Sell	34,153 -62,190	-65%	-$1.79M	0.46%	48
2023 Q3	$2.86M	Buy	96,343 +4,150	+5%	+$124K	1.47%	11
2023 Q2	$2.71M	Buy	92,193 +8,693	+10%	+$268K	1.4%	11
2023 Q1	$2.56M	Buy	83,500 +4,049	+5%	+$121K	1.39%	11
2022 Q4	$2.34M	Buy	79,451 +22,201	+39%	+$663K	1.35%	11
2022 Q3	$1.71M	Buy	57,250 +8,924	+18%	+$269K	1.08%	16
2022 Q2	$1.5M	Buy	+48,326	New	+$1.62M	0.95%	20

Other funds holding COM

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Narus Financial Partners's COM Position: Q3 2024 in Review

Narus Financial Partners sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q3 2024, closing a stake of 7,535 shares — an estimated $218K sold.

Narus Financial Partners first reported a position in COM in Q2 2022 and held it in 9 quarters. The position peaked at $2.86M in Q3 2023. 68 funds tracked by Wall St. Rank hold COM as of Q3 2024.

Narus Financial Partners reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q3 2024 after selling out during the quarter.
Narus Financial Partners sold 7,535 Direxion Auspice Broad Commodity Strategy ETF shares in Q3 2024, an estimated $218K.
Narus Financial Partners first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2022 and held it in 9 quarters.
Narus Financial Partners's Direxion Auspice Broad Commodity Strategy ETF position peaked at $2.86M in Q3 2023.
68 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q3 2024.

Based on Narus Financial Partners's 13F filing for Q3 2024, filed 18 Oct 2024.