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 Q2	–	Sell	-21,040	Closed	-$711K	–	2140
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 $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

TCM

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return

Atria Investments's COMT Position: Q2 2026 in Review

Atria Investments sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2026, closing a stake of 21,040 shares — an estimated $711K sold.

Atria Investments first reported a position in COMT in Q1 2017 and held it in 10 quarters. The position peaked at $11.3M in Q1 2022. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Atria Investments reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 21,040 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $711K.
Atria Investments first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2017 and held it in 10 quarters.
Atria Investments's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $11.3M in Q1 2022.
162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.