WWM
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Whalen Wealth Management’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Whalen Wealth Management’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
2024
Q1 		– Sell
-36,895
Closed -$1.03M – 128
2023
Q4 		$1.03M Buy
+36,895
New +$1.06M 0.92% 24

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Whalen Wealth Management's COM Position: Q1 2024 in Review

Whalen Wealth Management sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q1 2024, closing a stake of 36,895 shares — an estimated $1.03M sold.

Whalen Wealth Management first reported a position in COM in Q4 2023 and held it in 1 quarter. The position peaked at $1.03M in Q4 2023. 67 funds tracked by Wall St. Rank hold COM as of Q1 2024.

  • Whalen Wealth Management reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 36,895 Direxion Auspice Broad Commodity Strategy ETF shares in Q1 2024, an estimated $1.03M.
  • Whalen Wealth Management first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's Direxion Auspice Broad Commodity Strategy ETF position peaked at $1.03M in Q4 2023.
  • 67 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.