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Clearstead Advisors’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Clearstead Advisors’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
2022
Q4 		– Sell
-128
Closed -$4K – 1331
2022
Q3 		$4K Hold
128
– – ﹤0.01% 989
2022
Q2 		$4K Hold
128
– – ﹤0.01% 1024
2022
Q1 		$4K Buy
+128
New +$3.76K ﹤0.01% 1099

Other funds holding COMB

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Betterment LLC
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Clearstead Advisors's COMB Position: Q4 2022 in Review

Clearstead Advisors sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q4 2022, closing a stake of 128 shares — an estimated $4K sold.

Clearstead Advisors first reported a position in COMB in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 63 funds tracked by Wall St. Rank hold COMB as of Q4 2022.

  • Clearstead Advisors reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q4 2022 after selling out during the quarter.
  • Clearstead Advisors sold 128 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q4 2022, an estimated $4K.
  • Clearstead Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q1 2022 and held it in 3 quarters.
  • Clearstead Advisors's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $4K in Q3 2022.
  • 63 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.