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

Guardian Asset 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
2024 Q3	–	Sell	-11,133	Closed	-$227K	–	99
2024 Q2	$227K	Sell	11,133 -603	-5%	-$12.5K	0.17%	91
2024 Q1	$233K	Sell	11,736 -5,766	-33%	-$112K	0.19%	92
2023 Q4	$340K	Buy	+17,502	New	+$367K	0.32%	64

Other funds holding COMB

RCA

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

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

AFS

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

LSPW

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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

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

GLA

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

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Guardian Asset Advisors's COMB Position: Q3 2024 in Review

Guardian Asset Advisors sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q3 2024, closing a stake of 11,133 shares — an estimated $227K sold.

Guardian Asset Advisors first reported a position in COMB in Q4 2023 and held it in 3 quarters. The position peaked at $340K in Q4 2023. 36 funds tracked by Wall St. Rank hold COMB as of Q3 2024.

Guardian Asset Advisors reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q3 2024 after selling out during the quarter.
Guardian Asset Advisors sold 11,133 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q3 2024, an estimated $227K.
Guardian Asset Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2023 and held it in 3 quarters.
Guardian Asset Advisors's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $340K in Q4 2023.
36 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q3 2024.

Based on Guardian Asset Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.