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Wealthspire Advisors (New York)’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-188
Closed -$5.15K – 1384
2025
Q3 		$5.15K Buy
+188
New +$4.97K ﹤0.01% 2324

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3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
FDDB
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ETC
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealthspire Advisors (New York)'s CMDT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) in Q4 2025, closing a stake of 188 shares — an estimated $5.15K sold.

Wealthspire Advisors (New York) first reported a position in CMDT in Q3 2025 and held it in 1 quarter. The position peaked at $5.15K in Q3 2025. 49 funds tracked by Wall St. Rank hold CMDT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PIMCO Commodity Strategy Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 188 PIMCO Commodity Strategy Active Exchange-Traded Fund shares in Q4 2025, an estimated $5.15K.
  • Wealthspire Advisors (New York) first reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PIMCO Commodity Strategy Active Exchange-Traded Fund position peaked at $5.15K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held PIMCO Commodity Strategy Active Exchange-Traded Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.