NFP
COM icon

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

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.32B AUM 14.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return