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Stegent Equity Advisors’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Stegent Equity 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
2023
Q2 		– Sell
-6,932
Closed -$213K – 64
2023
Q1 		$213K Buy
+6,932
New +$207K 0.21% 62

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Stegent Equity Advisors's COM Position: Q2 2023 in Review

Stegent Equity Advisors sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q2 2023, closing a stake of 6,932 shares — an estimated $213K sold.

Stegent Equity Advisors first reported a position in COM in Q1 2023 and held it in 1 quarter. The position peaked at $213K in Q1 2023. 65 funds tracked by Wall St. Rank hold COM as of Q2 2023.

  • Stegent Equity Advisors reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Stegent Equity Advisors sold 6,932 Direxion Auspice Broad Commodity Strategy ETF shares in Q2 2023, an estimated $213K.
  • Stegent Equity Advisors first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q1 2023 and held it in 1 quarter.
  • Stegent Equity Advisors's Direxion Auspice Broad Commodity Strategy ETF position peaked at $213K in Q1 2023.
  • 65 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q2 2023.

Based on Stegent Equity Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.