Next Financial Group’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Next Financial Group’s Portfolio CMDY Stock Details CMDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$6K	Buy	+115	New	+$6.54K	﹤0.01%	2356
2020 Q2	–	Sell	-7,099	Closed	-$258K	–	826
2020 Q1	$258K	Buy	+7,099	New	+$293K	0.03%	468

Other funds holding CMDY

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Next Financial Group's CMDY Position: Q4 2021 in Review

Next Financial Group opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2021: 115 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2356 among its holdings. This is a return to the name: Next Financial Group previously reported a position in CMDY as recently as Q1 2020.

Next Financial Group first reported a position in CMDY in Q1 2020 and has held it in 2 quarters since. The position peaked at $258K in Q1 2020. 59 funds tracked by Wall St. Rank hold CMDY as of Q4 2021.

Next Financial Group held 115 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $6K as of Q4 2021.
iShares Bloomberg Roll Select Commodity Strategy ETF was a new Next Financial Group position in Q4 2021.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2356 holding.
Next Financial Group first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2020 and has held it in 2 quarters since.
Next Financial Group's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $258K in Q1 2020.
59 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.