Advus Financial Partners’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Advus Financial Partners’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
2026 Q3	$749K	Sell	20,322 -12,148	-37%	-$416K	0.21%	72
2026 Q2	$986K	Sell	32,470 -36,441	-53%	-$1.23M	0.28%	63
2026 Q1	$2.33M	Sell	68,911 -89,613	-57%	-$2.57M	0.88%	27
2025 Q4	$3.95M	Buy	158,524 +2,023	+1%	+$53.5K	1.42%	19
2025 Q3	$4.2M	Sell	156,501 -1,371	-0.9%	-$36.3K	1.56%	17
2025 Q2	$4.08M	Sell	157,872 -830	-0.5%	-$21K	1.61%	17
2025 Q1	$4.2M	Buy	158,702 +9,423	+6%	+$246K	1.8%	15
2024 Q4	$3.78M	Buy	149,279 +3,473	+2%	+$90.5K	1.62%	16
2024 Q3	$3.78M	Sell	145,806 -4,036	-3%	-$106K	1.59%	13
2024 Q2	$4.09M	Buy	149,842 +3,662	+3%	+$100K	1.82%	13
2024 Q1	$3.95M	Buy	146,180 +9,827	+7%	+$253K	1.76%	13
2023 Q4	$3.42M	Buy	136,353 +5,323	+4%	+$146K	1.67%	15
2023 Q3	$3.82M	Buy	131,030 +4,262	+3%	+$120K	2.05%	13
2023 Q2	$3.29M	Buy	126,768 +10,130	+9%	+$267K	1.75%	16
2023 Q1	$3.15M	Buy	116,638 +35,556	+44%	+$969K	1.73%	16
2022 Q4	$2.29M	Sell	81,082 -4,272	-5%	-$152K	1.29%	20
2022 Q3	$3.05M	Buy	85,354 +9,266	+12%	+$356K	2.16%	13
2022 Q2	$3.12M	Buy	76,088 +52,932	+229%	+$2.25M	2.15%	13
2022 Q1	$927K	Buy	+23,156	New	+$839K	0.63%	28

Other funds holding COMT

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $239M AUM 16.47% 1-Year Est. Return

Advus Financial Partners's COMT Position: Q3 2026 in Review

Advus Financial Partners reduced its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 37% in Q3 2026, selling an estimated $416K and leaving 20,322 shares worth $749K. The position accounts for 0.21% of the portfolio, ranked #72.

Advus Financial Partners first reported a position in COMT in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.2M in Q3 2025. 25 funds tracked by Wall St. Rank hold COMT as of Q3 2026.

Advus Financial Partners held 20,322 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $749K as of Q3 2026.
Advus Financial Partners sold 12,148 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2026, an estimated $416K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.21% of Advus Financial Partners's portfolio in Q3 2026, its #72 holding.
Advus Financial Partners first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2022 and has held it in 19 quarters since.
Advus Financial Partners's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $4.2M in Q3 2025.
25 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.