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 Q2	$10K	Hold	330	–	–	﹤0.01%	690
2026 Q1	$11.2K	Hold	330	–	–	﹤0.01%	626
2025 Q4	$8.21K	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

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

Founders Financial Alliance's COMT Position: Q2 2026 in Review

Founders Financial Alliance held its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) position steady in Q2 2026 at 330 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Founders Financial Alliance first reported a position in COMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $59K in Q1 2022. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Founders Financial Alliance held 330 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $10K as of Q2 2026.
Founders Financial Alliance left its iShares GSCI Commodity Dynamic Roll Strategy ETF share count unchanged in Q2 2026.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #690 holding.
Founders Financial Alliance first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2021 and has held it in 21 quarters since.
Founders Financial Alliance's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $59K in Q1 2022.
162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.