Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q2 		– Sell
-10,743
Closed -$288K – 3405
2025
Q1 		$288K Buy
+10,743
New +$282K ﹤0.01% 2480

Other funds holding CMDT

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AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's CMDT Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q2 2025, closing a stake of 10,743 shares — an estimated $288K sold.

Wealth Enhancement Advisory Services first reported a position in CMDT in Q1 2025 and held it in 1 quarter. The position peaked at $288K in Q1 2025. 30 funds tracked by Wall St. Rank hold CMDT as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,743 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q2 2025, an estimated $288K.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $288K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.