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&Partners’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

&Partners’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
2026
Q1 		$517K Sell
16,007
-759
-5% -$22.6K ﹤0.01% 1677
2025
Q4 		$463K Sell
16,766
-7,722
-32% -$213K ﹤0.01% 1654
2025
Q3 		$664K Buy
+24,488
New +$648K ﹤0.01% 1291

Other funds holding CMDT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

&Partners's CMDT Position: Q1 2026 in Review

&Partners reduced its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 4.5% in Q1 2026, selling an estimated $22.6K and leaving 16,007 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

&Partners first reported a position in CMDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $664K in Q3 2025. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

  • &Partners held 16,007 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $517K as of Q1 2026.
  • &Partners sold 759 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $22.6K.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1677 holding.
  • &Partners first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • &Partners's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $664K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.