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SHP Wealth Management’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

SHP Wealth Management’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
2026
Q2 		– Sell
-363
Closed -$11.7K – 2004
2026
Q1 		$11.7K Buy
+363
New +$10.8K ﹤0.01% 858

Other funds holding CMDT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

SHP Wealth Management's CMDT Position: Q2 2026 in Review

SHP Wealth Management sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2026, closing a stake of 363 shares — an estimated $11.7K sold.

SHP Wealth Management first reported a position in CMDT in Q1 2026 and held it in 1 quarter. The position peaked at $11.7K in Q1 2026. 38 funds tracked by Wall St. Rank hold CMDT as of Q2 2026.

  • SHP Wealth Management reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 363 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2026, an estimated $11.7K.
  • SHP Wealth Management first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $11.7K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.