Advanced Research Investment Solutions’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Advanced Research Investment Solutions’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 Q2	–	Sell	-22,639	Closed	-$907K	–	143
2022 Q1	$907K	Hold	22,639	–	–	0.38%	18
2021 Q4	$699K	Hold	22,639	–	–	0.25%	24
2021 Q3	$811K	Hold	22,639	–	–	0.42%	16
2021 Q2	$781K	Hold	22,639	–	–	0.7%	13
2021 Q1	$677K	Buy	+22,639	New	+$663K	0.78%	7

Other funds holding COMT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Advanced Research Investment Solutions's COMT Position: Q2 2022 in Review

Advanced Research Investment Solutions sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2022, closing a stake of 22,639 shares — an estimated $907K sold.

Advanced Research Investment Solutions first reported a position in COMT in Q1 2021 and held it in 5 quarters. The position peaked at $907K in Q1 2022. 333 funds tracked by Wall St. Rank hold COMT as of Q2 2022.

Advanced Research Investment Solutions reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 22,639 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2022, an estimated $907K.
Advanced Research Investment Solutions first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2021 and held it in 5 quarters.
Advanced Research Investment Solutions's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $907K in Q1 2022.
333 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q2 2022, filed 3 Aug 2022.