Appleton Partners’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Appleton Partners’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
2026 Q1	$4.71M	Buy	179,249 +3,169	+2%	+$75K	0.33%	78
2025 Q4	$3.72M	Buy	176,080 +2,765	+2%	+$62.2K	0.24%	85
2025 Q3	$3.78M	Buy	173,315 +1,413	+0.8%	+$30K	0.25%	86
2025 Q2	$3.61M	Buy	171,902 +2,657	+2%	+$55.7K	0.26%	86
2025 Q1	$3.67M	Buy	169,245 +6,612	+4%	+$140K	0.28%	83
2024 Q4	$3.25M	Sell	162,633 -195	-0.1%	-$3.95K	0.24%	90
2024 Q3	$3.34M	Buy	162,828 +2,740	+2%	+$54.2K	0.25%	88
2024 Q2	$3.26M	Buy	160,088 +1,325	+0.8%	+$27.4K	0.25%	87
2024 Q1	$3.15M	Buy	158,763 +11,763	+8%	+$228K	0.24%	93
2023 Q4	$2.86M	Buy	147,000 +5,489	+4%	+$115K	0.23%	92
2023 Q3	$3.06M	Sell	141,511 -874	-0.6%	-$18.9K	0.27%	88
2023 Q2	$2.94M	Buy	142,385 +5,940	+4%	+$124K	0.25%	89
2023 Q1	$2.9M	Buy	136,445 +5,019	+4%	+$108K	0.26%	90
2022 Q4	$2.96M	Sell	131,426 -6,427	-5%	-$188K	0.28%	87
2022 Q3	$3.98M	Sell	137,853 -1,534	-1%	-$46.8K	0.4%	71
2022 Q2	$4.22M	Buy	139,387 +2,748	+2%	+$91.6K	0.4%	69
2022 Q1	$4.38M	Buy	136,639 +5,433	+4%	+$160K	0.36%	76
2021 Q4	$3.37M	Buy	131,206 +2,994	+2%	+$89.9K	0.25%	90
2021 Q3	$3.86M	Buy	128,212 +4,644	+4%	+$133K	0.32%	81
2021 Q2	$3.51M	Buy	123,568 +10,583	+9%	+$287K	0.3%	86
2021 Q1	$2.82M	Buy	112,985 +16,206	+17%	+$404K	0.26%	91
2020 Q4	$2.27M	Buy	96,779 +11,212	+13%	+$249K	0.22%	93
2020 Q3	$1.81M	Buy	85,567 +6,188	+8%	+$130K	0.2%	101
2020 Q2	$1.55M	Sell	79,379 -2,020	-2%	-$38K	0.19%	112
2020 Q1	$1.51M	Sell	81,399 -5,118	-6%	-$112K	0.21%	104
2019 Q4	$2.1M	Buy	86,517 +2,184	+3%	+$52.3K	0.23%	106
2019 Q3	$1.98M	Buy	84,333 +13,328	+19%	+$315K	0.24%	103
2019 Q2	$1.7M	Buy	71,005 +17,985	+34%	+$431K	0.21%	116
2019 Q1	$1.29M	Buy	53,020 +22,818	+76%	+$551K	0.17%	128
2018 Q4	$694K	Buy	+30,202	New	+$756K	0.1%	150

Other funds holding COMB

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

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

Appleton Partners's COMB Position: Q1 2026 in Review

Appleton Partners increased its GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) stake by 1.8% in Q1 2026, buying an estimated $75K and bringing the position to 179,249 shares worth $4.71M. The position accounts for 0.33% of the portfolio, ranked #78.

Appleton Partners first reported a position in COMB in Q4 2018 and has held it in 30 quarters since. 40 funds tracked by Wall St. Rank hold COMB as of Q1 2026.

Appleton Partners held 179,249 shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF worth $4.71M as of Q1 2026.
Appleton Partners bought 3,169 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q1 2026, an estimated $75K.
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF made up 0.33% of Appleton Partners's portfolio in Q1 2026, its #78 holding.
Appleton Partners first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2018 and has held it in 30 quarters since.
40 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.