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Rooted Wealth Advisors’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Rooted Wealth 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 		$1.37M Buy
40,888
+5,111
+14% +$163K 0.36% 51
2025
Q4 		$1.11M Buy
35,777
+5,611
+19% +$165K 0.31% 56
2025
Q3 		$868K Buy
30,166
+3,733
+14% +$105K 0.26% 58
2025
Q2 		$751K Buy
26,433
+2,425
+10% +$68.7K 0.26% 53
2025
Q1 		$673K Sell
24,008
-71,281
-75% -$2.06M 0.29% 48
2024
Q4 		$2.71M Buy
95,289
+3,166
+3% +$91K 1.06% 23
2024
Q3 		$2.65M Buy
92,123
+69,972
+316% +$2.01M 1.18% 20
2024
Q2 		$642K Sell
22,151
-1,014
-4% -$29.8K 0.28% 51
2024
Q1 		$666K Buy
23,165
+989
+4% +$27.6K 0.33% 47
2023
Q4 		$616K Sell
22,176
-2,066
-9% -$59.4K 0.32% 48
2023
Q3 		$695K Buy
24,242
+3,430
+16% +$102K 0.43% 41
2023
Q2 		$614K Buy
20,812
+1,728
+9% +$53.3K 0.41% 39
2023
Q1 		$594K Buy
19,084
+2,721
+17% +$81.2K 0.44% 41
2022
Q4 		$481K Buy
+16,363
New +$488K 0.4% 44

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