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

Atria Wealth Solutions’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
2024
Q1 		– Sell
-10,058
Closed -$252K – 1975
2023
Q4 		$252K Sell
10,058
-9,425
-48% -$258K ﹤0.01% 1625
2023
Q3 		$568K Buy
19,483
+811
+4% +$22.9K 0.01% 1074
2023
Q2 		$485K Sell
18,672
-25,346
-58% -$667K 0.01% 1177
2023
Q1 		$1.19M Sell
44,018
-169,246
-79% -$4.61M 0.02% 731
2022
Q4 		$6.01M Buy
213,264
+9,527
+5% +$340K 0.1% 220
2022
Q3 		$7.28M Sell
203,737
-43,562
-18% -$1.67M 0.13% 172
2022
Q2 		$10.1M Sell
247,299
-125,068
-34% -$5.31M 0.2% 118
2022
Q1 		$14.9M Buy
+372,367
New +$13.5M 0.25% 83

Other funds holding COMT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return