Ameliora Wealth Management Ltd. CMDY — ISHARES U S ETF TR

Ownership history in Ameliora Wealth Management Ltd.  ·  15 quarters on record

AI Ownership Summary

Ameliora Wealth Management Ltd. reported ISHARES U S ETF TR (CMDY) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows CMDY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameliora Wealth Management Ltd.'s position in ISHARES U S ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CMDY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMDY stock page Ameliora Wealth Management Ltd. fund profile Ameliora Wealth Management Ltd. full holdings
How Ameliora Wealth Management Ltd. held CMDY — position size vs. price
% of Fund (quarterly)    CMDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 342 — 0% 0.01% $20K 2026-04-23 $60.47
2025 Q4 UNCHANGED — — — 342 — 0% 0.01% $17K 2026-01-21 $52.28
2025 Q3 UNCHANGED — — — 342 — 0% 0.01% $18K 2025-11-12 $48.72
2025 Q2 UNCHANGED — — — 342 — 0% 0.01% $17K 2025-07-23 $45.83
2025 Q1 UNCHANGED — — — 342 — 0% 0.01% $18K 2025-04-15 $43.61
2024 Q4 REDUCED — — — 342 -10 -2.8% 0.01% $16K 2025-01-28 $43.53
2024 Q3 UNCHANGED — — — 352 — 0% 0.01% $18K 2024-10-11 $42.69
2024 Q2 REDUCED 29.6% +1.0% ❌ 352 -148 -29.6% 0.01% $17K 2024-07-16 $41.77
2024 Q1 REDUCED 30.1% +3.6% ❌ 500 -215 -30.1% 0.01% $24K 2024-04-16 $42.10
2023 Q4 REDUCED 7.3% +2.4% ❌ 715 -56 -7.3% 0.02% $34K 2024-01-10 $39.45
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMDY

As of 2026 Q1 — sorted by position size

Horizons Wealth Management 3Y 3.57% Alaska Wealth Advisors, LLC 3Y 7Y 0.72% Pullen Investment Management, LLC 0.27% LAUREL OAK WEALTH MANAGEMENT, LLC 0.14% LAKE STREET PRIVATE WEALTH, LLC 3Y 7Y 0.11% WESBANCO BANK INC 3Y 7Y 0.1% SILVER OAK SECURITIES, INCORPORATED 3Y 0.1% Faithward Advisors, LLC 3Y 0.04% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.03% Stone House Investment Management, LLC 3Y 7Y 0.01%

FAQ About Ameliora Wealth Management Ltd. and CMDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ameliora Wealth Management Ltd. reported owning CMDY?

Ameliora Wealth Management Ltd. reported CMDY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CMDY position in Ameliora Wealth Management Ltd.'s portfolio?

The largest reported portfolio weight for CMDY was 0.02% in 2023 Q4.

What is the latest reported CMDY position on this page?

The most recent filing on this page is 2026 Q1, when Ameliora Wealth Management Ltd. reported 342 shares, equal to 0.01% of portfolio, with an estimated market value of $20K.

What does the chart on this CMDY ownership page compare?

The chart compares Ameliora Wealth Management Ltd.'s quarterly CMDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ameliora Wealth Management Ltd. time their CMDY position?

Based on 13F filing dates vs. subsequent CMDY price moves, Ameliora Wealth Management Ltd. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on CMDY relative to SPY over the holding period was -11.5%.

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