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Strategic Financial Concepts’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Strategic Financial Concepts’s Portfolio CMDY Stock Details CMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,290
Closed -$450 – 323
2024
Q2 		$450 Buy
+21,290
New +$1.06M ﹤0.01% 656

Other funds holding CMDY

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Financial Concepts's CMDY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q3 2024, closing a stake of 21,290 shares — an estimated $450 sold.

Strategic Financial Concepts first reported a position in CMDY in Q2 2024 and held it in 1 quarter. The position peaked at $450 in Q2 2024. 52 funds tracked by Wall St. Rank hold CMDY as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 21,290 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q3 2024, an estimated $450.
  • Strategic Financial Concepts first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $450 in Q2 2024.
  • 52 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.