Buckingham Strategic Wealth’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$418K	Sell	20,522 -1,985	-9%	-$41K	﹤0.01%	512
2024 Q1	$447K	Sell	22,507 -4,342	-16%	-$84.1K	﹤0.01%	490
2023 Q4	$522K	Buy	26,849 +2,421	+10%	+$50.8K	0.01%	431
2023 Q3	$527K	Sell	24,428 -3,229	-12%	-$69.9K	0.01%	408
2023 Q2	$571K	Buy	+27,657	New	+$577K	0.01%	397

Other funds holding COMB

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 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

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

AFTS

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

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

ODA

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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

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

Buckingham Strategic Wealth's COMB Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) stake by 8.8% in Q2 2024, selling an estimated $41K and leaving 20,522 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Buckingham Strategic Wealth first reported a position in COMB in Q2 2023 and has held it in 5 quarters since. The position peaked at $571K in Q2 2023. 42 funds tracked by Wall St. Rank hold COMB as of Q2 2024.

Buckingham Strategic Wealth held 20,522 shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF worth $418K as of Q2 2024.
Buckingham Strategic Wealth sold 1,985 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q2 2024, an estimated $41K.
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #512 holding.
Buckingham Strategic Wealth first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q2 2023 and has held it in 5 quarters since.
Buckingham Strategic Wealth's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $571K in Q2 2023.
42 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.