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

Capital Wealth Management’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
2023 Q1	–	Sell	-90,809	Closed	-$2.04M	–	45
2022 Q4	$2.04M	Buy	90,809 +33,840	+59%	+$991K	1.38%	21
2022 Q3	$1.65M	Buy	56,969 +16,775	+42%	+$511K	1.28%	23
2022 Q2	$1.22M	Buy	+40,194	New	+$1.34M	0.9%	28

Other funds holding COMB

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

AFS

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

LSPW

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

RCA

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Capital Wealth Management's COMB Position: Q1 2023 in Review

Capital Wealth Management sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q1 2023, closing a stake of 90,809 shares — an estimated $2.04M sold.

Capital Wealth Management first reported a position in COMB in Q2 2022 and held it in 3 quarters. The position peaked at $2.04M in Q4 2022. 56 funds tracked by Wall St. Rank hold COMB as of Q1 2023.

Capital Wealth Management reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q1 2023 after selling out during the quarter.
Capital Wealth Management sold 90,809 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q1 2023, an estimated $2.04M.
Capital Wealth Management first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q2 2022 and held it in 3 quarters.
Capital Wealth Management's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $2.04M in Q4 2022.
56 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2023.

Based on Capital Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.