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

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-112	Closed	-$3K	–	796
2021 Q3	$3K	Hold	112	–	–	﹤0.01%	1698
2021 Q2	$3K	Hold	112	–	–	﹤0.01%	1809
2021 Q1	$2K	Hold	112	–	–	﹤0.01%	1505
2020 Q4	$2K	Buy	+112	New	+$2.48K	﹤0.01%	1241

Other funds holding COMB

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BHWA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arkadios Wealth Advisors's COMB Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q4 2021, closing a stake of 112 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in COMB in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 40 funds tracked by Wall St. Rank hold COMB as of Q4 2021.

Arkadios Wealth Advisors reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 112 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q4 2021, an estimated $3K.
Arkadios Wealth Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $3K in Q3 2021.
40 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.