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Principia Wealth Advisory’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Principia Wealth Advisory’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
-990
Closed -$24.7K – 959
2025
Q1 		$24.7K Sell
990
-340
-26% -$8.92K 0.02% 101
2024
Q4 		$33.6K Buy
+1,330
New +$34.6K 0.03% 92

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

Principia Wealth Advisory's CMDT Position: Q2 2025 in Review

Principia Wealth Advisory sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2025, closing a stake of 990 shares — an estimated $24.7K sold.

Principia Wealth Advisory first reported a position in CMDT in Q4 2024 and held it in 2 quarters. The position peaked at $33.6K in Q4 2024. 30 funds tracked by Wall St. Rank hold CMDT as of Q2 2025.

  • Principia Wealth Advisory reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 990 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2025, an estimated $24.7K.
  • Principia Wealth Advisory first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $33.6K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.