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Cornerstone Planning Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Cornerstone Planning Group’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
2026
Q2 		$628 Hold
19
– – ﹤0.01% 1631
2026
Q1 		$685 Sell
19
-16
-46% -$458 ﹤0.01% 1562
2025
Q4 		$962 Hold
35
– – ﹤0.01% 1355
2025
Q3 		$940 Sell
35
-56
-62% -$1.48K ﹤0.01% 1331
2025
Q2 		$2.36K Hold
91
– – ﹤0.01% 895
2025
Q1 		$2.26K Hold
91
– – ﹤0.01% 959
2024
Q4 		$2.36K Buy
91
+3
+3% +$78 ﹤0.01% 751
2024
Q3 		$2.26K Hold
88
– – ﹤0.01% 742
2024
Q2 		$2.26K Sell
88
-324
-79% -$8.85K ﹤0.01% 733
2024
Q1 		$11.1K Sell
412
-51
-11% -$1.31K ﹤0.01% 385
2023
Q4 		$11.6K Sell
463
-191
-29% -$5.23K ﹤0.01% 401
2023
Q3 		$19.1K Buy
654
+70
+12% +$1.98K 0.01% 311
2023
Q2 		$15.2K Buy
+584
New +$15.4K 0.01% 511
2022
Q4 		$58.9K Buy
+2,085
New +$74.3K 0.02% 238

Other funds holding COMT

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's COMT Position: Q2 2026 in Review

Cornerstone Planning Group held its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) position steady in Q2 2026 at 19 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Cornerstone Planning Group first reported a position in COMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $58.9K in Q4 2022. 98 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

  • Cornerstone Planning Group held 19 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $628 as of Q2 2026.
  • Cornerstone Planning Group left its iShares GSCI Commodity Dynamic Roll Strategy ETF share count unchanged in Q2 2026.
  • iShares GSCI Commodity Dynamic Roll Strategy ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1631 holding.
  • Cornerstone Planning Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $58.9K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.