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Portside Wealth Group’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Portside Wealth 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
-28,977
Closed -$776K – 461
2025
Q1 		$776K Buy
+28,977
New +$760K 0.13% 177

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 $8.23B AUM 30.88% 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 $291M AUM 20.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $1.54B AUM 30.1% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Portside Wealth Group's CMDT Position: Q2 2025 in Review

Portside Wealth Group sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2025, closing a stake of 28,977 shares — an estimated $776K sold.

Portside Wealth Group first reported a position in CMDT in Q1 2025 and held it in 1 quarter. The position peaked at $776K in Q1 2025. 30 funds tracked by Wall St. Rank hold CMDT as of Q2 2025.

  • Portside Wealth Group reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Portside Wealth Group sold 28,977 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2025, an estimated $776K.
  • Portside Wealth Group first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • Portside Wealth Group's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $776K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2025.

Based on Portside Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.