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Axim Planning & Wealth’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-46
Closed -$2K – 49
2022
Q3 		$2K Buy
+46
New +$1.77K ﹤0.01% 148

Other funds holding COMT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Axim Planning & Wealth's COMT Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2022, closing a stake of 46 shares — an estimated $2K sold.

Axim Planning & Wealth first reported a position in COMT in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 322 funds tracked by Wall St. Rank hold COMT as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 46 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2022, an estimated $2K.
  • Axim Planning & Wealth first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $2K in Q3 2022.
  • 322 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.