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Petra Financial Advisors’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Petra Financial Advisors’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
2026
Q1 		– Sell
-51,521
Closed -$1.52M – 125
2025
Q4 		$1.52M Sell
51,521
-1,972
-4% -$57.9K 0.89% 28
2025
Q3 		$1.54M Sell
53,493
-673
-1% -$18.9K 0.9% 27
2025
Q2 		$1.5M Sell
54,166
-2,277
-4% -$64.5K 0.95% 27
2025
Q1 		$1.66M Sell
56,443
-2,414
-4% -$69.8K 1.36% 18
2024
Q4 		$1.67M Sell
58,857
-1,057
-2% -$30.4K 1.13% 22
2024
Q3 		$1.72M Buy
59,914
+715
+1% +$20.6K 1.14% 22
2024
Q2 		$1.71M Sell
59,199
-2,135
-3% -$62.7K 1.23% 21
2024
Q1 		$1.74M Sell
61,334
-3,540
-5% -$98.9K 1.27% 22
2023
Q4 		$1.8M Sell
64,874
-1,357
-2% -$39K 1.51% 15
2023
Q3 		$1.97M Sell
66,231
-1,408
-2% -$41.9K 1.64% 14
2023
Q2 		$1.99M Buy
+67,639
New +$2.09M 1.78% 13
2023
Q1 		– Sell
-64,375
Closed -$1.89M – 83
2022
Q4 		$1.89M Buy
+64,375
New +$1.92M 2.08% 11

Other funds holding COM

PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return