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WR Wealth Planners’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

WR Wealth Planners’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
Q4 		$1.51M Sell
53,238
-4,608
-8% -$133K 0.48% 30
2024
Q3 		$1.66M Sell
57,846
-2,846
-5% -$81.9K 0.46% 39
2024
Q2 		$1.75M Sell
60,692
-197
-0.3% -$5.78K 0.54% 32
2024
Q1 		$1.72M Sell
60,889
-56,409
-48% -$1.58M 0.54% 32
2023
Q4 		$3.26M Sell
117,298
-744
-0.6% -$21.4K 1.21% 18
2023
Q3 		$3.5M Buy
118,042
+5,083
+4% +$151K 1.33% 15
2023
Q2 		$3.32M Buy
112,959
+6,887
+6% +$212K 1.29% 20
2023
Q1 		$3.25M Buy
106,072
+13,544
+15% +$404K 1.41% 17
2022
Q4 		$2.72M Buy
92,528
+15,650
+20% +$467K 1.68% 16
2022
Q3 		$2.29M Sell
76,878
-1,959
-2% -$59.1K 1.61% 17
2022
Q2 		$2.44M Sell
78,837
-272
-0.3% -$9.12K 1.61% 19
2022
Q1 		$2.63M Buy
+79,109
New +$2.5M 1.56% 19

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WR Wealth Planners's COM Position: Q4 2024 in Review

WR Wealth Planners reduced its Direxion Auspice Broad Commodity Strategy ETF (COM) stake by 8% in Q4 2024, selling an estimated $133K and leaving 53,238 shares worth $1.51M. The position accounts for 0.48% of the portfolio, ranked #30.

WR Wealth Planners first reported a position in COM in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.5M in Q3 2023. 75 funds tracked by Wall St. Rank hold COM as of Q4 2024.

  • WR Wealth Planners held 53,238 shares of Direxion Auspice Broad Commodity Strategy ETF worth $1.51M as of Q4 2024.
  • WR Wealth Planners sold 4,608 Direxion Auspice Broad Commodity Strategy ETF shares in Q4 2024, an estimated $133K.
  • Direxion Auspice Broad Commodity Strategy ETF made up 0.48% of WR Wealth Planners's portfolio in Q4 2024, its #30 holding.
  • WR Wealth Planners first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Direxion Auspice Broad Commodity Strategy ETF position peaked at $3.5M in Q3 2023.
  • 75 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.