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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
Q3 		– Sell
-19
Closed -$628 – 471
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

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Cornerstone Planning Group's COMT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2026, closing a stake of 19 shares — an estimated $628 sold.

Cornerstone Planning Group first reported a position in COMT in Q4 2022 and held it in 14 quarters. The position peaked at $58.9K in Q4 2022. 17 funds tracked by Wall St. Rank hold COMT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 19 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2026, an estimated $628.
  • Cornerstone Planning Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $58.9K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.