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

Financial Guidance Group’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 Q3	–	Sell	-17,620	Closed	-$364K	–	53
2023 Q2	$364K	Hold	17,620	–	–	0.27%	41
2023 Q1	$374K	Sell	17,620 -705	-4%	-$15.2K	0.28%	39
2022 Q4	$412K	Buy	18,325 +975	+6%	+$28.6K	0.34%	36
2022 Q3	$501K	Buy	+17,350	New	+$529K	0.4%	29

Other funds holding COMB

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

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

AFS

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

LSPW

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

GLA

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Financial Guidance Group's COMB Position: Q3 2023 in Review

Financial Guidance Group sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q3 2023, closing a stake of 17,620 shares — an estimated $364K sold.

Financial Guidance Group first reported a position in COMB in Q3 2022 and held it in 4 quarters. The position peaked at $501K in Q3 2022. 47 funds tracked by Wall St. Rank hold COMB as of Q3 2023.

Financial Guidance Group reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q3 2023 after selling out during the quarter.
Financial Guidance Group sold 17,620 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q3 2023, an estimated $364K.
Financial Guidance Group first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q3 2022 and held it in 4 quarters.
Financial Guidance Group's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $501K in Q3 2022.
47 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q3 2023.

Based on Financial Guidance Group's 13F filing for Q3 2023, filed 23 Oct 2023.