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Sunrise Financial Services’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Sunrise Financial Services’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 		$48.3K Sell
1,576
-141
-8% -$4.66K 0.03% 116
2026
Q1 		$55.4K Sell
1,717
-1,758
-51% -$52.4K 0.04% 108
2025
Q4 		$95.9K Buy
+3,475
New +$95.9K 0.07% 77

Other funds holding CMDT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
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

Sunrise Financial Services's CMDT Position: Q2 2026 in Review

Sunrise Financial Services reduced its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 8.2% in Q2 2026, selling an estimated $4.66K and leaving 1,576 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #116.

Sunrise Financial Services first reported a position in CMDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $95.9K in Q4 2025. 64 funds tracked by Wall St. Rank hold CMDT as of Q2 2026.

  • Sunrise Financial Services held 1,576 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $48.3K as of Q2 2026.
  • Sunrise Financial Services sold 141 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.66K.
  • PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #116 holding.
  • Sunrise Financial Services first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $95.9K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.