TWM
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TriaGen Wealth Management’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

TriaGen Wealth Management’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
2026
Q1 		$3.88M Buy
+115,648
New +$3.68M 1.06% 16
2025
Q3 		– Sell
-147,146
Closed -$4.07M – 186
2025
Q2 		$4.07M Buy
147,146
+40
+0% +$1.13K 1.23% 18
2025
Q1 		$4.32M Buy
+147,106
New +$4.26M 1.52% 12
2022
Q3 		– Sell
-124,087
Closed -$3.85M – 166
2022
Q2 		$3.85M Buy
124,087
+3,705
+3% +$124K 2.73% 5
2022
Q1 		$4M Buy
120,382
+57,733
+92% +$1.83M 2.07% 6
2021
Q4 		$1.83M Buy
62,649
+959
+2% +$30.7K 0.9% 36
2021
Q3 		$1.95M Buy
61,690
+835
+1% +$25.6K 1.06% 23
2021
Q2 		$1.87M Buy
+60,855
New +$1.8M 0.96% 28

Other funds holding COM

PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return