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Impact Partnership Wealth’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-180
Closed -$4.68K – 1045
2023
Q2 		$4.68K Buy
+180
New +$4.74K ﹤0.01% 509

Other funds holding COMT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impact Partnership Wealth's COMT Position: Q3 2023 in Review

Impact Partnership Wealth sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2023, closing a stake of 180 shares — an estimated $4.68K sold.

Impact Partnership Wealth first reported a position in COMT in Q2 2023 and held it in 1 quarter. The position peaked at $4.68K in Q2 2023. 176 funds tracked by Wall St. Rank hold COMT as of Q3 2023.

  • Impact Partnership Wealth reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 180 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2023, an estimated $4.68K.
  • Impact Partnership Wealth first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $4.68K in Q2 2023.
  • 176 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.