Cedar Mountain Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Cedar Mountain Advisors’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
2022 Q4	–	Sell	-737	Closed	-$26K	–	312
2022 Q3	$26K	Hold	737	–	–	0.01%	97
2022 Q2	$30K	Hold	737	–	–	0.01%	93
2022 Q1	$30K	Hold	737	–	–	0.01%	101
2021 Q4	$23K	Hold	737	–	–	0.01%	117
2021 Q3	$26K	Hold	737	–	–	0.01%	108
2021 Q2	$25K	Hold	737	–	–	0.01%	103
2021 Q1	$22K	Hold	737	–	–	0.01%	121
2020 Q4	$20K	Hold	737	–	–	0.01%	121
2020 Q3	$18K	Hold	737	–	–	0.01%	112
2020 Q2	$18K	Hold	737	–	–	0.01%	107
2020 Q1	$17K	Hold	737	–	–	0.01%	97
2019 Q4	$24K	Buy	+737	New	+$23.7K	0.01%	98

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

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

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

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

PAS

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

Cedar Mountain Advisors's COMT Position: Q4 2022 in Review

Cedar Mountain Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2022, closing a stake of 737 shares — an estimated $26K sold.

Cedar Mountain Advisors first reported a position in COMT in Q4 2019 and held it in 12 quarters. The position peaked at $30K in Q2 2022. 322 funds tracked by Wall St. Rank hold COMT as of Q4 2022.

Cedar Mountain Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2022 after selling out during the quarter.
Cedar Mountain Advisors sold 737 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2022, an estimated $26K.
Cedar Mountain Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2019 and held it in 12 quarters.
Cedar Mountain Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $30K in Q2 2022.
322 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2022.

Based on Cedar Mountain Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.