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WealthPlan Investment Management’s VanEck Commodity Strategy ETF PIT Stock Holding History

WealthPlan Investment Management’s Portfolio PIT Stock Details PIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,296
Closed -$383K – 494
2026
Q1 		$383K Buy
+5,296
New +$327K 0.02% 346

Other funds holding PIT

PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WealthPlan Investment Management's PIT Position: Q2 2026 in Review

WealthPlan Investment Management sold out of VanEck Commodity Strategy ETF (PIT) in Q2 2026, closing a stake of 5,296 shares — an estimated $383K sold.

WealthPlan Investment Management first reported a position in PIT in Q1 2026 and held it in 1 quarter. The position peaked at $383K in Q1 2026. 3 funds tracked by Wall St. Rank hold PIT as of Q2 2026.

  • WealthPlan Investment Management reported no remaining VanEck Commodity Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,296 VanEck Commodity Strategy ETF shares in Q2 2026, an estimated $383K.
  • WealthPlan Investment Management first reported a position in VanEck Commodity Strategy ETF in Q1 2026 and held it in 1 quarter.
  • WealthPlan Investment Management's VanEck Commodity Strategy ETF position peaked at $383K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held VanEck Commodity Strategy ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.