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Park Square Financial Group’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Park Square Financial Group’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
2025
Q2 		– Sell
-14
Closed -$375 – 1016
2025
Q1 		$375 Sell
14
-177
-93% -$4.64K ﹤0.01% 937
2024
Q4 		$4.82K Buy
+191
New +$4.97K ﹤0.01% 712

Other funds holding CMDT

Allianz Asset Management
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return

Park Square Financial Group's CMDT Position: Q2 2025 in Review

Park Square Financial Group sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2025, closing a stake of 14 shares — an estimated $375 sold.

Park Square Financial Group first reported a position in CMDT in Q4 2024 and held it in 2 quarters. The position peaked at $4.82K in Q4 2024. 30 funds tracked by Wall St. Rank hold CMDT as of Q2 2025.

  • Park Square Financial Group reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Park Square Financial Group sold 14 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2025, an estimated $375.
  • Park Square Financial Group first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $4.82K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2025.

Based on Park Square Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.