Independent Financial Group
COMT icon

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
Q3 		$721K Buy
19,553
+4,234
+28% +$145K 0.01% 819
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

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Independent Financial Group's COMT Position: Q3 2026 in Review

Independent Financial Group increased its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 28% in Q3 2026, buying an estimated $145K and bringing the position to 19,553 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #819.

Independent Financial Group first reported a position in COMT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.15M in Q2 2022. 14 funds tracked by Wall St. Rank hold COMT as of Q3 2026.

  • Independent Financial Group held 19,553 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $721K as of Q3 2026.
  • Independent Financial Group bought 4,234 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2026, an estimated $145K.
  • iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #819 holding.
  • Independent Financial Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2022 and has held it in 19 quarters since.
  • Independent Financial Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.15M in Q2 2022.
  • 14 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.