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AE Wealth Management’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

AE Wealth Management’s Portfolio COMB Stock Details COMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-362
Closed -$7.6K – 2300
2025
Q2 		$7.6K Buy
+362
New +$7.59K ﹤0.01% 1911
2024
Q1 		– Sell
-17,070
Closed -$334K – 1310
2023
Q4 		$334K Buy
+17,070
New +$358K ﹤0.01% 1655

Other funds holding COMB

RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
PFG
Prospect Financial Group Arlington, Virginia $108M AUM 19.54% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.2B AUM 35.94% 1-Year Est. Return

AE Wealth Management's COMB Position: Q3 2025 in Review

AE Wealth Management sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q3 2025, closing a stake of 362 shares — an estimated $7.6K sold.

AE Wealth Management first reported a position in COMB in Q4 2023 and held it in 2 quarters. The position peaked at $334K in Q4 2023. 39 funds tracked by Wall St. Rank hold COMB as of Q3 2025.

  • AE Wealth Management reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 362 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q3 2025, an estimated $7.6K.
  • AE Wealth Management first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2023 and held it in 2 quarters.
  • AE Wealth Management's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $334K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.