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Ulrich Consultants & Investment Group’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Ulrich Consultants & Investment Group’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
2022
Q4 		– Sell
-263,000
Closed -$7.84M – 29
2022
Q3 		$7.84M Hold
263,000
– – 6.05% 4
2022
Q2 		$8.15M Buy
+263,000
New +$8.82M 4.46% 5

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ulrich Consultants & Investment Group's COM Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q4 2022, closing a stake of 263,000 shares — an estimated $7.84M sold.

Ulrich Consultants & Investment Group first reported a position in COM in Q2 2022 and held it in 2 quarters. The position peaked at $8.15M in Q2 2022. 59 funds tracked by Wall St. Rank hold COM as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 263,000 Direxion Auspice Broad Commodity Strategy ETF shares in Q4 2022, an estimated $7.84M.
  • Ulrich Consultants & Investment Group first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Direxion Auspice Broad Commodity Strategy ETF position peaked at $8.15M in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.