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

WT 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
2025 Q1	–	Sell	-18,890	Closed	-$535K	–	127
2024 Q4	$535K	Hold	18,890	–	–	0.17%	83
2024 Q3	$547K	Hold	18,890	–	–	0.18%	81
2024 Q2	$552K	Sell	18,890 -62,218	-77%	-$1.83M	0.19%	83
2024 Q1	$2.3M	Buy	81,108 +21,704	+37%	+$606K	0.82%	36
2023 Q4	$1.65M	Sell	59,404 -21,087	-26%	-$606K	0.65%	50
2023 Q3	$2.39M	Buy	80,491 +5,582	+7%	+$166K	1.02%	26
2023 Q2	$2.2M	Buy	74,909 +13,453	+22%	+$415K	0.91%	29
2023 Q1	$1.88M	Buy	61,456 +24,746	+67%	+$739K	0.81%	31
2022 Q4	$1.08M	Buy	36,710 +9,923	+37%	+$296K	0.52%	62
2022 Q3	$799K	Sell	26,787 -153,233	-85%	-$4.62M	0.4%	68
2022 Q2	$5.58M	Buy	180,020 +11,048	+7%	+$370K	2.76%	6
2022 Q1	$5.61M	Sell	168,972 -4,679	-3%	-$148K	2.15%	10
2021 Q4	$5.07M	Buy	173,651 +12,207	+8%	+$390K	1.86%	11
2021 Q3	$5.12M	Buy	161,444 +22,215	+16%	+$681K	1.97%	12
2021 Q2	$4.22M	Buy	+139,229	New	+$4.11M	1.71%	12

Other funds holding COM

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

WT Wealth Management's COM Position: Q1 2025 in Review

WT Wealth Management sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q1 2025, closing a stake of 18,890 shares — an estimated $535K sold.

WT Wealth Management first reported a position in COM in Q2 2021 and held it in 15 quarters. The position peaked at $5.61M in Q1 2022. 69 funds tracked by Wall St. Rank hold COM as of Q1 2025.

WT Wealth Management reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q1 2025 after selling out during the quarter.
WT Wealth Management sold 18,890 Direxion Auspice Broad Commodity Strategy ETF shares in Q1 2025, an estimated $535K.
WT Wealth Management first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2021 and held it in 15 quarters.
WT Wealth Management's Direxion Auspice Broad Commodity Strategy ETF position peaked at $5.61M in Q1 2022.
69 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q1 2025.

Based on WT Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.