Axiom Financial Strategies’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Axiom Financial Strategies’s Portfolio COMB Stock Details COMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-322,748	Closed	-$6.44M	–	50
2024 Q4	$6.44M	Sell	322,748 -1,051	-0.3%	-$21.3K	3.59%	8
2024 Q3	$6.64M	Buy	323,799 +26,171	+9%	+$518K	3.5%	10
2024 Q2	$6.06M	Buy	297,628 +3,007	+1%	+$62.1K	3.94%	9
2024 Q1	$5.85M	Buy	294,621 +31,695	+12%	+$614K	3.73%	10
2023 Q4	$5.11M	Buy	262,926 +659	+0.3%	+$13.8K	3.32%	12
2023 Q3	$5.66M	Sell	262,267 -176,395	-40%	-$3.82M	3.8%	11
2023 Q2	$9.06M	Buy	438,662 +41,886	+11%	+$873K	5.2%	5
2023 Q1	$8.43M	Buy	396,776 +98,589	+33%	+$2.12M	4.69%	5
2022 Q4	$6.71M	Sell	298,187 -22,434	-7%	-$657K	4.21%	8
2022 Q3	$9.26M	Buy	320,621 +193,087	+151%	+$5.89M	4.92%	5
2022 Q2	$3.86M	Sell	127,534 -2,107	-2%	-$70.3K	2.03%	18
2022 Q1	$4.26M	Buy	+129,641	New	+$3.81M	2.15%	16

Other funds holding COMB

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

PFG

Prospect Financial Group Arlington, Virginia $108M AUM 19.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Axiom Financial Strategies's COMB Position: Q1 2025 in Review

Axiom Financial Strategies sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q1 2025, closing a stake of 322,748 shares — an estimated $6.44M sold.

Axiom Financial Strategies first reported a position in COMB in Q1 2022 and held it in 12 quarters. The position peaked at $9.26M in Q3 2022. 39 funds tracked by Wall St. Rank hold COMB as of Q1 2025.

Axiom Financial Strategies reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q1 2025 after selling out during the quarter.
Axiom Financial Strategies sold 322,748 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q1 2025, an estimated $6.44M.
Axiom Financial Strategies first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q1 2022 and held it in 12 quarters.
Axiom Financial Strategies's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $9.26M in Q3 2022.
39 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2025.

Based on Axiom Financial Strategies's 13F filing for Q1 2025, filed 14 May 2025.