Center for Financial Planning’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Center for Financial Planning’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
2023 Q3	–	Sell	-596	Closed	-$15.5K	–	527
2023 Q2	$15.5K	Buy	+596	New	+$15.7K	﹤0.01%	338

Other funds holding COMT

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

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

Center for Financial Planning's COMT Position: Q3 2023 in Review

Center for Financial Planning sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2023, closing a stake of 596 shares — an estimated $15.5K sold.

Center for Financial Planning first reported a position in COMT in Q2 2023 and held it in 1 quarter. The position peaked at $15.5K in Q2 2023. 176 funds tracked by Wall St. Rank hold COMT as of Q3 2023.

Center for Financial Planning reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 596 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2023, an estimated $15.5K.
Center for Financial Planning first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2023 and held it in 1 quarter.
Center for Financial Planning's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $15.5K in Q2 2023.
176 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.