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IFP Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

IFP Advisors’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
2024
Q4 		– Hold
0
– – – 4581
2024
Q3 		– Hold
0
– – – 3284
2024
Q2 		– Sell
-49
Closed -$1.34K – 3204
2024
Q1 		$1.33K Buy
49
+15
+44% +$387 ﹤0.01% 2791
2023
Q4 		$875 Buy
34
+2
+6% +$55 ﹤0.01% 2825
2023
Q3 		$969 Sell
32
-2
-6% -$57 ﹤0.01% 3007
2023
Q2 		$901 Sell
34
-10,190
-100% -$268K ﹤0.01% 3100
2023
Q1 		$399K Sell
10,224
-7,973
-44% -$217K 0.02% 676
2022
Q4 		$783K Sell
18,197
-12,013
-40% -$428K 0.02% 717
2022
Q3 		$1.35M Sell
30,210
-1,681
-5% -$64.5K 0.04% 535
2022
Q2 		$1.35M Hold
31,891
– – 0.04% 480
2022
Q1 		$1.35M Buy
31,891
+9,543
+43% +$346K 0.04% 480
2021
Q4 		$734K Sell
22,348
-1,501
-6% -$53.2K 0.01% 476
2021
Q3 		$887K Buy
23,849
+4,585
+24% +$157K 0.02% 431
2021
Q2 		$669K Buy
+19,264
New +$629K 0.01% 470
2018
Q4 		– Sell
-5,124
Closed -$199K – 3572
2018
Q3 		$199K Hold
5,124
– – 0.01% 1079
2018
Q2 		$200K Hold
5,124
– – 0.01% 1064
2018
Q1 		$186K Hold
5,124
– – 0.01% 1026
2017
Q4 		$186K Sell
5,124
-109
-2% -$3.92K 0.01% 1032
2017
Q3 		$182K Buy
5,233
+2,000
+62% +$67.4K 0.01% 1194
2017
Q2 		$105K Buy
3,233
+109
+3% +$3.59K ﹤0.01% 1501
2017
Q1 		$105K Hold
3,124
– – ﹤0.01% 1465
2016
Q4 		$107K Buy
3,124
+2,731
+695% +$90.4K 0.01% 1403
2016
Q3 		$13K Hold
393
– – ﹤0.01% 2661
2016
Q2 		$13K Buy
+393
New +$12.3K ﹤0.01% 2615
2016
Q1 		– Sell
-517
Closed -$15K – 2541
2015
Q4 		$15K Buy
+517
New +$16.1K ﹤0.01% 2324

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

IFP Advisors's COMT Position: Q4 2024 in Review

IFP Advisors held its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) position steady in Q4 2024 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #4581.

IFP Advisors first reported a position in COMT in Q4 2015 and has held it in 23 quarters since. The position peaked at $1.35M in Q3 2022. 148 funds tracked by Wall St. Rank hold COMT as of Q4 2024.

  • IFP Advisors held 0 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $2 as of Q4 2024.
  • IFP Advisors left its iShares GSCI Commodity Dynamic Roll Strategy ETF share count unchanged in Q4 2024.
  • iShares GSCI Commodity Dynamic Roll Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q4 2024, its #4581 holding.
  • IFP Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2015 and has held it in 23 quarters since.
  • IFP Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.35M in Q3 2022.
  • 148 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.