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TrinityPoint Wealth’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$1.08M Sell
37,993
-1,374
-3% -$39.5K 0.15% 149
2024
Q3 		$1.13M Sell
39,367
-405
-1% -$11.7K 0.16% 145
2024
Q2 		$1.15M Hold
39,772
– – 0.18% 130
2024
Q1 		$1.13M Sell
39,772
-3,217
-7% -$89.9K 0.19% 124
2023
Q4 		$1.2M Sell
42,989
-412
-0.9% -$11.8K 0.22% 110
2023
Q3 		$1.29M Buy
+43,401
New +$1.29M 0.26% 100

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TrinityPoint Wealth's COM Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Direxion Auspice Broad Commodity Strategy ETF (COM) stake by 3.5% in Q4 2024, selling an estimated $39.5K and leaving 37,993 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #149.

TrinityPoint Wealth first reported a position in COM in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.29M in Q3 2023. 75 funds tracked by Wall St. Rank hold COM as of Q4 2024.

  • TrinityPoint Wealth held 37,993 shares of Direxion Auspice Broad Commodity Strategy ETF worth $1.08M as of Q4 2024.
  • TrinityPoint Wealth sold 1,374 Direxion Auspice Broad Commodity Strategy ETF shares in Q4 2024, an estimated $39.5K.
  • Direxion Auspice Broad Commodity Strategy ETF made up 0.15% of TrinityPoint Wealth's portfolio in Q4 2024, its #149 holding.
  • TrinityPoint Wealth first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q3 2023 and has held it in 6 quarters since.
  • TrinityPoint Wealth's Direxion Auspice Broad Commodity Strategy ETF position peaked at $1.29M in Q3 2023.
  • 75 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.