Carroll Financial Associates’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Carroll Financial Associates’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
2021 Q4	$806K	Buy	+25,991	New	+$921K	0.04%	199

Other funds holding COMT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Carroll Financial Associates's COMT Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2021: 25,991 shares worth $806K. The stake represents 0.04% of the portfolio and ranks #199 among its holdings.

290 funds tracked by Wall St. Rank hold COMT as of Q4 2021.

Carroll Financial Associates held 25,991 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $806K as of Q4 2021.
iShares GSCI Commodity Dynamic Roll Strategy ETF was a new Carroll Financial Associates position in Q4 2021.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.04% of Carroll Financial Associates's portfolio in Q4 2021, its #199 holding.
290 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.