Financial Perspectives’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Financial Perspectives’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	$70.1K	Hold	2,309	–	–	0.02%	284
2026 Q1	$78.1K	Hold	2,309	–	–	0.02%	257
2025 Q4	$57.5K	Buy	2,309 +169	+8%	+$4.47K	0.02%	291
2025 Q3	$57.5K	Hold	2,140	–	–	0.02%	294
2025 Q2	$55.3K	Hold	2,140	–	–	0.02%	289
2025 Q1	$56.6K	Hold	2,140	–	–	0.02%	282
2024 Q4	$54.2K	Hold	2,140	–	–	0.02%	287
2024 Q3	$55.4K	Hold	2,140	–	–	0.02%	274
2024 Q2	$58.4K	Hold	2,140	–	–	0.02%	263
2024 Q1	$57.8K	Hold	2,140	–	–	0.02%	266
2023 Q4	$53.6K	Hold	2,140	–	–	0.02%	262
2023 Q3	$62.4K	Hold	2,140	–	–	0.03%	237
2023 Q2	$55.6K	Hold	2,140	–	–	0.02%	248
2023 Q1	$57.8K	Hold	2,140	–	–	0.03%	246
2022 Q4	$60.3K	Hold	2,140	–	–	0.03%	231
2022 Q3	$76.4K	Hold	2,140	–	–	0.04%	198
2022 Q2	$87.6K	Hold	2,140	–	–	0.05%	180
2022 Q1	$85.7K	Hold	2,140	–	–	0.04%	203
2021 Q4	$66.1K	Hold	2,140	–	–	0.03%	220
2021 Q3	$76.7K	Hold	2,140	–	–	0.04%	192
2021 Q2	$73.8K	Hold	2,140	–	–	0.04%	217
2021 Q1	$64K	Hold	2,140	–	–	0.03%	220
2020 Q4	$57.1K	Hold	2,140	–	–	0.03%	213
2020 Q3	$53.4K	Hold	2,140	–	–	0.04%	197
2020 Q2	$50.8K	Hold	2,140	–	–	0.04%	191
2020 Q1	$48K	Hold	2,140	–	–	0.04%	167
2019 Q4	$70.4K	Buy	+2,140	New	+$68.8K	0.05%	149

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

Financial Perspectives's COMT Position: Q2 2026 in Review

Financial Perspectives held its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) position steady in Q2 2026 at 2,309 shares worth $70.1K. The position accounts for 0.02% of the portfolio, ranked #284.

Financial Perspectives first reported a position in COMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $87.6K in Q2 2022. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Financial Perspectives held 2,309 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $70.1K as of Q2 2026.
Financial Perspectives left its iShares GSCI Commodity Dynamic Roll Strategy ETF share count unchanged in Q2 2026.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #284 holding.
Financial Perspectives first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $87.6K in Q2 2022.
162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.