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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
Q2 		$1.52M Buy
46,655
+5,767
+14% +$195K 0.37% 49
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rooted Wealth Advisors's COM Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Direxion Auspice Broad Commodity Strategy ETF (COM) stake by 14% in Q2 2026, buying an estimated $195K and bringing the position to 46,655 shares worth $1.52M. The position accounts for 0.37% of the portfolio, ranked #49.

Rooted Wealth Advisors first reported a position in COM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q4 2024. 71 funds tracked by Wall St. Rank hold COM as of Q2 2026.

  • Rooted Wealth Advisors held 46,655 shares of Direxion Auspice Broad Commodity Strategy ETF worth $1.52M as of Q2 2026.
  • Rooted Wealth Advisors bought 5,767 Direxion Auspice Broad Commodity Strategy ETF shares in Q2 2026, an estimated $195K.
  • Direxion Auspice Broad Commodity Strategy ETF made up 0.37% of Rooted Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Rooted Wealth Advisors first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q4 2022 and has held it in 15 quarters since.
  • Rooted Wealth Advisors's Direxion Auspice Broad Commodity Strategy ETF position peaked at $2.71M in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.