Atomi Financial Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Atomi Financial Group’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	$627K	Buy	17,003 +1,257	+8%	+$43.1K	0.02%	681
2026 Q2	$478K	Buy	15,746 +2,139	+16%	+$72.2K	0.01%	792
2026 Q1	$460K	Buy	13,607 +3,733	+38%	+$107K	0.01%	748
2025 Q4	$246K	Sell	9,874 -24,107	-71%	-$638K	0.01%	1045
2025 Q3	$912K	Sell	33,981 -237,080	-87%	-$6.27M	0.03%	410
2025 Q2	$7.01M	Buy	271,061 +4,565	+2%	+$116K	0.26%	69
2025 Q1	$7.05M	Buy	266,496 +24,414	+10%	+$637K	0.32%	60
2024 Q4	$6.13M	Buy	242,082 +66,760	+38%	+$1.74M	0.31%	65
2024 Q3	$4.54M	Buy	175,322 +5,183	+3%	+$136K	0.28%	71
2024 Q2	$4.65M	Buy	170,139 +39,922	+31%	+$1.09M	0.34%	66
2024 Q1	$3.52M	Buy	130,217 +52,072	+67%	+$1.34M	0.32%	71
2023 Q4	$1.96M	Buy	78,145 +15,314	+24%	+$420K	0.27%	78
2023 Q3	$1.83M	Buy	62,831 +27,705	+79%	+$783K	0.61%	40
2023 Q2	$913K	Sell	35,126 -986	-3%	-$26K	0.42%	67
2023 Q1	$976K	Buy	+36,112	New	+$984K	0.55%	47

Other funds holding COMT

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $419M AUM 19.06% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return

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

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Atomi Financial Group's COMT Position: Q3 2026 in Review

Atomi Financial Group increased its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 8% in Q3 2026, buying an estimated $43.1K and bringing the position to 17,003 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #681.

Atomi Financial Group first reported a position in COMT in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.05M in Q1 2025. 100 funds tracked by Wall St. Rank hold COMT as of Q3 2026.

Atomi Financial Group held 17,003 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $627K as of Q3 2026.
Atomi Financial Group bought 1,257 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2026, an estimated $43.1K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.02% of Atomi Financial Group's portfolio in Q3 2026, its #681 holding.
Atomi Financial Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2023 and has held it in 15 quarters since.
Atomi Financial Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $7.05M in Q1 2025.
100 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.