Walkner Condon Financial Advisors’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Walkner Condon Financial Advisors’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 Q1	$597K	Buy	18,499 +6,299	+52%	+$188K	0.08%	156
2025 Q4	$337K	Buy	12,200 +4,350	+55%	+$120K	0.05%	228
2025 Q3	$215K	Buy	+7,850	New	+$208K	0.03%	282

Other funds holding CMDT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Walkner Condon Financial Advisors's CMDT Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) stake by 52% in Q1 2026, buying an estimated $188K and bringing the position to 18,499 shares worth $597K. The position accounts for 0.08% of the portfolio, ranked #156.

Walkner Condon Financial Advisors first reported a position in CMDT in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold CMDT as of Q1 2026.

Walkner Condon Financial Advisors held 18,499 shares of PIMCO Commodity Strategy Active Exchange-Traded Fund worth $597K as of Q1 2026.
Walkner Condon Financial Advisors bought 6,299 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q1 2026, an estimated $188K.
PIMCO Commodity Strategy Active Exchange-Traded Fund made up 0.08% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #156 holding.
Walkner Condon Financial Advisors first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
54 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.