Beacon Harbor Wealth Advisors’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Beacon Harbor Wealth Advisors’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
2026 Q1	$13.5M	Buy	+512,309	New	+$12.1M	2.82%	9
2025 Q2	–	Sell	-564,853	Closed	-$12.3M	–	79
2025 Q1	$12.3M	Buy	+564,853	New	+$11.9M	2.85%	7
2023 Q4	–	Sell	-382,338	Closed	-$8.26M	–	80
2023 Q3	$8.26M	Buy	+382,338	New	+$8.27M	2.75%	8
2023 Q1	–	Sell	-156,393	Closed	-$3.52M	–	73
2022 Q4	$3.52M	Buy	+156,393	New	+$4.58M	1.2%	45
2022 Q2	$8.97M	Sell	296,246 -12,797	-4%	-$427K	3.16%	6
2022 Q1	$9.92M	Buy	309,043 +151,644	+96%	+$4.46M	3.24%	5
2021 Q4	$4.04M	Sell	157,399 -155,435	-50%	-$4.67M	1.34%	37
2021 Q3	$9.42M	Buy	312,834 +10,902	+4%	+$312K	3.34%	6
2021 Q2	$8.57M	Buy	+301,932	New	+$8.2M	3.08%	7

Other funds holding COMB

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ODA

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 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

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

Beacon Harbor Wealth Advisors's COMB Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors opened a new position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q1 2026: 512,309 shares worth $13.5M. The stake represents 2.82% of the portfolio and ranks #9 among its holdings. This is a return to the name: Beacon Harbor Wealth Advisors previously reported a position in COMB as recently as Q1 2025.

Beacon Harbor Wealth Advisors first reported a position in COMB in Q2 2021 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold COMB as of Q1 2026.

Beacon Harbor Wealth Advisors held 512,309 shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF worth $13.5M as of Q1 2026.
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF was a new Beacon Harbor Wealth Advisors position in Q1 2026.
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF made up 2.82% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Beacon Harbor Wealth Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q2 2021 and has held it in 9 quarters since.
40 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.