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Buckingham Strategic Wealth’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Buckingham Strategic 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
2024
Q2 		$3.88M Buy
141,925
+36,594
+35% +$999K 0.04% 172
2024
Q1 		$2.84M Buy
105,331
+48,336
+85% +$1.25M 0.03% 200
2023
Q4 		$1.43M Buy
56,995
+49,184
+630% +$1.35M 0.02% 277
2023
Q3 		$228K Sell
7,811
-347
-4% -$9.81K ﹤0.01% 604
2023
Q2 		$212K Buy
+8,158
New +$215K ﹤0.01% 625

Other funds holding COMT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 35% in Q2 2024, buying an estimated $999K and bringing the position to 141,925 shares worth $3.88M. The position accounts for 0.04% of the portfolio, ranked #172.

Buckingham Strategic Wealth first reported a position in COMT in Q2 2023 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold COMT as of Q2 2024.

  • Buckingham Strategic Wealth held 141,925 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $3.88M as of Q2 2024.
  • Buckingham Strategic Wealth bought 36,594 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2024, an estimated $999K.
  • iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #172 holding.
  • Buckingham Strategic Wealth first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2023 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2024.

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