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Pinnacle Wealth Management Advisory Group’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Pinnacle Wealth Management Advisory 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
2021
Q4 		– Sell
-36,825
Closed -$1.17M – 269
2021
Q3 		$1.17M Buy
36,825
+23,300
+172% +$714K 0.27% 91
2021
Q2 		$410K Buy
+13,525
New +$399K 0.1% 156

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BA
Bivin & Associates Ponca City, Oklahoma $93.1M AUM

Pinnacle Wealth Management Advisory Group's COM Position: Q4 2021 in Review

Pinnacle Wealth Management Advisory Group sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q4 2021, closing a stake of 36,825 shares — an estimated $1.17M sold.

Pinnacle Wealth Management Advisory Group first reported a position in COM in Q2 2021 and held it in 2 quarters. The position peaked at $1.17M in Q3 2021. 50 funds tracked by Wall St. Rank hold COM as of Q4 2021.

  • Pinnacle Wealth Management Advisory Group reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 36,825 Direxion Auspice Broad Commodity Strategy ETF shares in Q4 2021, an estimated $1.17M.
  • Pinnacle Wealth Management Advisory Group first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2021 and held it in 2 quarters.
  • Pinnacle Wealth Management Advisory Group's Direxion Auspice Broad Commodity Strategy ETF position peaked at $1.17M in Q3 2021.
  • 50 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q4 2021.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2021, filed 20 Jan 2022.