Clarus Wealth Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-1,250	Closed	-$41K	–	213
2019 Q2	$41K	Hold	1,250	–	–	0.03%	289
2019 Q1	$41K	Buy	1,250 +250	+25%	+$8.12K	0.03%	322
2018 Q4	$30K	Hold	1,000	–	–	0.05%	334
2018 Q3	$39K	Buy	+1,000	New	+$38.2K	0.03%	332

Other funds holding COMT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Clarus Wealth Advisors's COMT Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2019, closing a stake of 1,250 shares — an estimated $41K sold.

Clarus Wealth Advisors first reported a position in COMT in Q3 2018 and held it in 4 quarters. The position peaked at $41K in Q2 2019. 73 funds tracked by Wall St. Rank hold COMT as of Q3 2019.

Clarus Wealth Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,250 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2019, an estimated $41K.
Clarus Wealth Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2018 and held it in 4 quarters.
Clarus Wealth Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $41K in Q2 2019.
73 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.