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

Founders Financial Alliance’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	$12.2K	Hold	330	–	–	﹤0.01%	562
2026 Q2	$10K	Hold	330	–	–	﹤0.01%	690
2026 Q1	$11.2K	Hold	330	–	–	﹤0.01%	626
2025 Q4	$8.22K	Hold	330	–	–	﹤0.01%	522
2025 Q3	$8.86K	Hold	330	–	–	﹤0.01%	619
2025 Q2	$8.53K	Sell	330 -360	-52%	-$9.11K	﹤0.01%	469
2025 Q1	$18.3K	Hold	690	–	–	﹤0.01%	501
2024 Q4	$17.5K	Hold	690	–	–	﹤0.01%	449
2024 Q3	$17.9K	Sell	690 -305	-31%	-$8K	0.01%	457
2024 Q2	$27.2K	Hold	995	–	–	0.01%	417
2024 Q1	$26.9K	Sell	995 -138	-12%	-$3.56K	0.01%	423
2023 Q4	$28.4K	Buy	1,133 +6	+0.5%	+$164	0.01%	378
2023 Q3	$32.9K	Hold	1,127	–	–	0.01%	345
2023 Q2	$29.3K	Sell	1,127 -12	-1%	-$316	0.01%	384
2023 Q1	$30.8K	Hold	1,139	–	–	0.02%	343
2022 Q4	$32.1K	Sell	1,139 -166	-13%	-$5.92K	0.01%	362
2022 Q3	$47K	Sell	1,305 -110	-8%	-$4.22K	0.02%	321
2022 Q2	$58K	Sell	1,415 -70	-5%	-$2.97K	0.03%	316
2022 Q1	$59K	Buy	1,485 +85	+6%	+$3.08K	0.03%	308
2021 Q4	$43K	Buy	1,400 +330	+31%	+$11.7K	0.02%	360
2021 Q3	$38K	Buy	1,070 +495	+86%	+$17K	0.02%	343
2021 Q2	$20K	Buy	+575	New	+$18.8K	0.01%	394

Other funds holding COMT

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $419M AUM 19.06% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return

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

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Founders Financial Alliance's COMT Position: Q3 2026 in Review

Founders Financial Alliance held its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) position steady in Q3 2026 at 330 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Founders Financial Alliance first reported a position in COMT in Q2 2021 and has held it in 22 quarters since. The position peaked at $59K in Q1 2022. 100 funds tracked by Wall St. Rank hold COMT as of Q3 2026.

Founders Financial Alliance held 330 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $12.2K as of Q3 2026.
Founders Financial Alliance left its iShares GSCI Commodity Dynamic Roll Strategy ETF share count unchanged in Q3 2026.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q3 2026, its #562 holding.
Founders Financial Alliance first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2021 and has held it in 22 quarters since.
Founders Financial Alliance's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $59K in Q1 2022.
100 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.