Essential Partners’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Essential Partners’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	$2.08M	Buy	56,421 +2,960	+6%	+$101K	0.95%	14
2026 Q2	$1.62M	Buy	53,461 +4,894	+10%	+$165K	0.75%	17
2026 Q1	$1.64M	Buy	48,567 +1,146	+2%	+$32.8K	0.55%	39
2025 Q4	$1.18M	Buy	47,421 +6,647	+16%	+$176K	0.36%	69
2025 Q3	$1.09M	Sell	40,774 -3,215	-7%	-$85K	0.36%	72
2025 Q2	$1.14M	Buy	+43,989	New	+$1.11M	0.45%	46

Other funds holding COMT

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Essential Partners's COMT Position: Q3 2026 in Review

Essential Partners increased its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 5.5% in Q3 2026, buying an estimated $101K and bringing the position to 56,421 shares worth $2.08M. The position accounts for 0.95% of the portfolio, ranked #14.

Essential Partners first reported a position in COMT in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold COMT as of Q3 2026.

Essential Partners held 56,421 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $2.08M as of Q3 2026.
Essential Partners bought 2,960 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2026, an estimated $101K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.95% of Essential Partners's portfolio in Q3 2026, its #14 holding.
Essential Partners first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.