Evolution Wealth Advisors’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Evolution Wealth Advisors’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
2026 Q1	$1.48M	Hold	56,255	–	–	0.15%	60
2025 Q4	$1.19M	Sell	56,255 -865	-2%	-$19.5K	0.12%	66
2025 Q3	$1.25M	Sell	57,120 -250	-0.4%	-$5.31K	0.17%	66
2025 Q2	$1.2M	Sell	57,370 -1,400	-2%	-$29.4K	0.18%	64
2025 Q1	$1.28M	Sell	58,770 -830	-1%	-$17.5K	0.21%	59
2024 Q4	$1.19M	Buy	59,600 +34,615	+139%	+$702K	0.2%	60
2024 Q3	$512K	Hold	24,985	–	–	0.09%	84
2024 Q2	$509K	Hold	24,985	–	–	0.1%	80
2024 Q1	$496K	Hold	24,985	–	–	0.1%	81
2023 Q4	$485K	Buy	+24,985	New	+$524K	0.1%	82

Other funds holding COMB

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

RCA

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

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

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

AFTS

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

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

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

PFG

Prospect Financial Group Arlington, Virginia $108M AUM 19.54% 1-Year Est. Return

Evolution Wealth Advisors's COMB Position: Q1 2026 in Review

Evolution Wealth Advisors held its GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) position steady in Q1 2026 at 56,255 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #60.

Evolution Wealth Advisors first reported a position in COMB in Q4 2023 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold COMB as of Q1 2026.

Evolution Wealth Advisors held 56,255 shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF worth $1.48M as of Q1 2026.
Evolution Wealth Advisors left its GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF share count unchanged in Q1 2026.
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF made up 0.15% of Evolution Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Evolution Wealth Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2023 and has held it in 10 quarters since.
40 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.