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Steward Partners Investment Advisory’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$2.69M Buy
+83,463
New +$2.49M 0.01% 737

Other funds holding CMDT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Steward Partners Investment Advisory's CMDT Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q1 2026: 83,463 shares worth $2.69M. The stake represents 0.01% of the portfolio and ranks #737 among its holdings.

54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

  • Steward Partners Investment Advisory held 83,463 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $2.69M as of Q1 2026.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund was a new Steward Partners Investment Advisory position in Q1 2026.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #737 holding.
  • 54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.