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

Creative Planning’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
2024 Q1	–	Sell	-16,312	Closed	-$317K	–	2944
2023 Q4	$317K	Buy	16,312 +884	+6%	+$18.5K	﹤0.01%	2050
2023 Q3	$333K	Sell	15,428 -400	-3%	-$8.65K	﹤0.01%	1844
2023 Q2	$327K	Hold	15,828	–	–	﹤0.01%	1843
2023 Q1	$336K	Hold	15,828	–	–	﹤0.01%	1731
2022 Q4	$356K	Buy	+15,828	New	+$464K	﹤0.01%	1613

Other funds holding COMB

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Creative Planning's COMB Position: Q1 2024 in Review

Creative Planning sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q1 2024, closing a stake of 16,312 shares — an estimated $317K sold.

Creative Planning first reported a position in COMB in Q4 2022 and held it in 5 quarters. The position peaked at $356K in Q4 2022. 44 funds tracked by Wall St. Rank hold COMB as of Q1 2024.

Creative Planning reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q1 2024 after selling out during the quarter.
Creative Planning sold 16,312 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q1 2024, an estimated $317K.
Creative Planning first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2022 and held it in 5 quarters.
Creative Planning's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $356K in Q4 2022.
44 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.