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

Financial Engines 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
2023 Q2	–	Sell	-14,400	Closed	-$306K	–	291
2023 Q1	$306K	Sell	14,400 -75	-0.5%	-$1.61K	﹤0.01%	243
2022 Q4	$326K	Buy	14,475 +75	+0.5%	+$2.2K	﹤0.01%	242
2022 Q3	$415K	Hold	14,400	–	–	﹤0.01%	214
2022 Q2	$436K	Hold	14,400	–	–	﹤0.01%	215
2022 Q1	$462K	Buy	+14,400	New	+$423K	﹤0.01%	207

Other funds holding COMB

GLA

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

AFS

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

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

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

LSPW

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

RCA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Financial Engines Advisors's COMB Position: Q2 2023 in Review

Financial Engines Advisors sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q2 2023, closing a stake of 14,400 shares — an estimated $306K sold.

Financial Engines Advisors first reported a position in COMB in Q1 2022 and held it in 5 quarters. The position peaked at $462K in Q1 2022. 50 funds tracked by Wall St. Rank hold COMB as of Q2 2023.

Financial Engines Advisors reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q2 2023 after selling out during the quarter.
Financial Engines Advisors sold 14,400 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q2 2023, an estimated $306K.
Financial Engines Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q1 2022 and held it in 5 quarters.
Financial Engines Advisors's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $462K in Q1 2022.
50 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q2 2023.

Based on Financial Engines Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.