Atria Investments’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Atria Investments’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 Q1	$711K	Buy	+21,040	New	+$602K	0.01%	1257
2023 Q1	–	Sell	-104,574	Closed	-$2.95M	–	827
2022 Q4	$2.95M	Buy	104,574 +18,250	+21%	+$651K	0.06%	386
2022 Q3	$3.08M	Sell	86,324 -25,327	-23%	-$972K	0.07%	344
2022 Q2	$4.57M	Sell	111,651 -170,090	-60%	-$7.22M	0.1%	255
2022 Q1	$11.3M	Buy	281,741 +19,995	+8%	+$725K	0.2%	122
2021 Q4	$8.08M	Sell	261,746 -25,439	-9%	-$901K	0.14%	171
2021 Q3	$10.3M	Buy	287,185 +67,413	+31%	+$2.31M	0.19%	126
2021 Q2	$7.58M	Buy	+219,772	New	+$7.18M	0.15%	159
2017 Q3	–	Sell	-14,420	Closed	-$470K	–	794
2017 Q2	$470K	Buy	14,420 +2,832	+24%	+$93.2K	0.03%	444
2017 Q1	$389K	Buy	+11,588	New	+$397K	0.03%	449

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $361M AUM 23.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Atria Investments's COMT Position: Q1 2026 in Review

Atria Investments opened a new position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2026: 21,040 shares worth $711K. The stake represents 0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Atria Investments previously reported a position in COMT as recently as Q4 2022.

Atria Investments first reported a position in COMT in Q1 2017 and has held it in 10 quarters since. The position peaked at $11.3M in Q1 2022. 166 funds tracked by Wall St. Rank hold COMT as of Q1 2026.

Atria Investments held 21,040 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $711K as of Q1 2026.
iShares GSCI Commodity Dynamic Roll Strategy ETF was a new Atria Investments position in Q1 2026.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1257 holding.
Atria Investments first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2017 and has held it in 10 quarters since.
Atria Investments's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $11.3M in Q1 2022.
166 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.