Crewe Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Crewe Advisors’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	–	Sell	-760	Closed	-$25.7K	–	1156
2026 Q1	$25.7K	Hold	760	–	–	﹤0.01%	471
2025 Q4	$18.9K	Buy	760 +55	+8%	+$1.46K	﹤0.01%	501
2025 Q3	$18.9K	Sell	705 -500	-41%	-$13.2K	﹤0.01%	506
2025 Q2	$31.1K	Hold	1,205	–	–	﹤0.01%	320
2025 Q1	$31.9K	Hold	1,205	–	–	﹤0.01%	307
2024 Q4	$30.5K	Buy	1,205 +58	+5%	+$1.51K	﹤0.01%	318
2024 Q3	$29.7K	Hold	1,147	–	–	﹤0.01%	355
2024 Q2	$31.3K	Hold	1,147	–	–	﹤0.01%	461
2024 Q1	$31K	Sell	1,147 -500	-30%	-$12.9K	﹤0.01%	431
2023 Q4	$41.3K	Buy	1,647 +80	+5%	+$2.19K	0.01%	135
2023 Q3	$45.7K	Buy	+1,567	New	+$44.3K	0.01%	150

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return

Crewe Advisors's COMT Position: Q2 2026 in Review

Crewe Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2026, closing a stake of 760 shares — an estimated $25.7K sold.

Crewe Advisors first reported a position in COMT in Q3 2023 and held it in 11 quarters. The position peaked at $45.7K in Q3 2023. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Crewe Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 760 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $25.7K.
Crewe Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2023 and held it in 11 quarters.
Crewe Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $45.7K in Q3 2023.
162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.