IWS
COMT icon

Insight Wealth Strategies’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-16,458
Closed -$590K – 157
2021
Q3 		$590K Buy
16,458
+6,378
+63% +$219K 0.08% 136
2021
Q2 		$348K Buy
+10,080
New +$329K 0.05% 152

Other funds holding COMT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Insight Wealth Strategies's COMT Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2021, closing a stake of 16,458 shares — an estimated $590K sold.

Insight Wealth Strategies first reported a position in COMT in Q2 2021 and held it in 2 quarters. The position peaked at $590K in Q3 2021. 290 funds tracked by Wall St. Rank hold COMT as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 16,458 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2021, an estimated $590K.
  • Insight Wealth Strategies first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2021 and held it in 2 quarters.
  • Insight Wealth Strategies's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $590K in Q3 2021.
  • 290 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.