Procyon Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Procyon Advisors’s Portfolio CMDY Stock Details CMDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.53M	Buy	+55,411	New	+$3.39M	0.15%	152

Other funds holding CMDY

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

PIM

Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

Procyon Advisors's CMDY Position: Q3 2026 in Review

Procyon Advisors opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q3 2026: 55,411 shares worth $3.53M. The stake represents 0.15% of the portfolio and ranks #152 among its holdings.

18 funds tracked by Wall St. Rank hold CMDY as of Q3 2026.

Procyon Advisors held 55,411 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $3.53M as of Q3 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF was a new Procyon Advisors position in Q3 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.15% of Procyon Advisors's portfolio in Q3 2026, its #152 holding.
18 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.