Independent Financial Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Independent Financial Group’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	$465K	Sell	15,319 -631	-4%	-$21.3K	0.01%	1032
2026 Q1	$539K	Buy	15,950 +236	+2%	+$6.76K	0.01%	902
2025 Q4	$391K	Sell	15,714 -691	-4%	-$18.3K	0.01%	1018
2025 Q3	$440K	Buy	16,405 +716	+5%	+$18.9K	0.01%	913
2025 Q2	$406K	Sell	15,689 -1,453	-8%	-$36.8K	0.01%	875
2025 Q1	$454K	Buy	17,142 +3,065	+22%	+$80K	0.02%	743
2024 Q4	$356K	Buy	14,077 +130	+0.9%	+$3.39K	0.01%	833
2024 Q3	$361K	Sell	13,947 -269	-2%	-$7.05K	0.01%	795
2024 Q2	$388K	Buy	14,216 +209	+1%	+$5.71K	0.02%	712
2024 Q1	$378K	Sell	14,007 -1,479	-10%	-$38.1K	0.02%	682
2023 Q4	$388K	Sell	15,486 -270	-2%	-$7.4K	0.02%	636
2023 Q3	$459K	Sell	15,756 -9,748	-38%	-$275K	0.03%	519
2023 Q2	$663K	Buy	25,504 +6,081	+31%	+$160K	0.05%	405
2023 Q1	$525K	Buy	19,423 +1,056	+6%	+$28.8K	0.04%	443
2022 Q4	$518K	Sell	18,367 -6,631	-27%	-$236K	0.04%	416
2022 Q3	$893K	Sell	24,998 -2,993	-11%	-$115K	0.08%	244
2022 Q2	$1.15M	Buy	27,991 +19,975	+249%	+$848K	0.12%	195
2022 Q1	$321K	Buy	+8,016	New	+$291K	0.03%	573

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

Independent Financial Group's COMT Position: Q2 2026 in Review

Independent Financial Group reduced its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 4% in Q2 2026, selling an estimated $21.3K and leaving 15,319 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #1032.

Independent Financial Group first reported a position in COMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.15M in Q2 2022. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Independent Financial Group held 15,319 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $465K as of Q2 2026.
Independent Financial Group sold 631 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $21.3K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1032 holding.
Independent Financial Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2022 and has held it in 18 quarters since.
Independent Financial Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.15M in Q2 2022.
162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.