AWM
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Abound Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Abound Wealth Management’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-57
Closed -$2.04K – 738
2022
Q3 		$2.04K Buy
+57
New +$2.19K ﹤0.01% 479

Other funds holding COMT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Abound Wealth Management's COMT Position: Q4 2022 in Review

Abound Wealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2022, closing a stake of 57 shares — an estimated $2.04K sold.

Abound Wealth Management first reported a position in COMT in Q3 2022 and held it in 1 quarter. The position peaked at $2.04K in Q3 2022. 322 funds tracked by Wall St. Rank hold COMT as of Q4 2022.

  • Abound Wealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Abound Wealth Management sold 57 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2022, an estimated $2.04K.
  • Abound Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2022 and held it in 1 quarter.
  • Abound Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $2.04K in Q3 2022.
  • 322 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2022.

Based on Abound Wealth Management's 13F filing for Q4 2022, filed 7 Aug 2024.