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 Q2	–	Sell	-115,648	Closed	-$3.88M	–	195
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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TriaGen Wealth Management's COM Position: Q2 2026 in Review

TriaGen Wealth Management sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q2 2026, closing a stake of 115,648 shares — an estimated $3.88M sold.

TriaGen Wealth Management first reported a position in COM in Q2 2021 and held it in 8 quarters. The position peaked at $4.32M in Q1 2025. 71 funds tracked by Wall St. Rank hold COM as of Q2 2026.

TriaGen Wealth Management reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q2 2026 after selling out during the quarter.
TriaGen Wealth Management sold 115,648 Direxion Auspice Broad Commodity Strategy ETF shares in Q2 2026, an estimated $3.88M.
TriaGen Wealth Management first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2021 and held it in 8 quarters.
TriaGen Wealth Management's Direxion Auspice Broad Commodity Strategy ETF position peaked at $4.32M in Q1 2025.
71 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.