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

Comprehensive 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
2025 Q1	–	Sell	-432	Closed	-$10.9K	–	337
2024 Q4	$10.9K	Buy	+432	New	+$11.3K	0.01%	239

Other funds holding COMT

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

PFM

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

Comprehensive Financial Planning's COMT Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2025, closing a stake of 432 shares — an estimated $10.9K sold.

Comprehensive Financial Planning first reported a position in COMT in Q4 2024 and held it in 1 quarter. The position peaked at $10.9K in Q4 2024. 142 funds tracked by Wall St. Rank hold COMT as of Q1 2025.

Comprehensive Financial Planning reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2025 after selling out during the quarter.
Comprehensive Financial Planning sold 432 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2025, an estimated $10.9K.
Comprehensive Financial Planning first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2024 and held it in 1 quarter.
Comprehensive Financial Planning's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $10.9K in Q4 2024.
142 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.