Oliver Lagore Vanvalin Investment Group’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$9.18K	Buy	+313	New	+$8.87K	﹤0.01%	430
2024 Q4	$26.8K	Sell	945 -8,372	-90%	-$241K	0.01%	322
2024 Q3	$268K	Sell	9,317 -6,194	-40%	-$178K	0.07%	104
2024 Q2	$448K	Sell	15,511 -17,301	-53%	-$508K	0.13%	85
2024 Q1	$929K	Sell	32,812 -18,045	-35%	-$504K	0.28%	67
2023 Q4	$1.41M	Buy	+50,857	New	+$1.46M	0.53%	30

Other funds holding COM

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return