JFS Wealth Advisors’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

JFS Wealth Advisors’s Portfolio COMB Stock Details COMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,400	Closed	-$72.3K	–	1986
2023 Q1	$72.3K	Hold	3,400	–	–	0.01%	321
2022 Q4	$76.5K	Hold	3,400	–	–	0.01%	316
2022 Q3	$98K	Hold	3,400	–	–	0.01%	284
2022 Q2	$103K	Hold	3,400	–	–	0.01%	279
2022 Q1	$109K	Hold	3,400	–	–	0.01%	291
2021 Q4	$87K	Hold	3,400	–	–	0.01%	331
2021 Q3	$102K	Sell	3,400 -5,000	-60%	-$143K	0.01%	304
2021 Q2	$238K	Buy	+8,400	New	+$228K	0.04%	153

Other funds holding COMB

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

JFS Wealth Advisors's COMB Position: Q2 2023 in Review

JFS Wealth Advisors sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q2 2023, closing a stake of 3,400 shares — an estimated $72.3K sold.

JFS Wealth Advisors first reported a position in COMB in Q2 2021 and held it in 8 quarters. The position peaked at $238K in Q2 2021. 50 funds tracked by Wall St. Rank hold COMB as of Q2 2023.

JFS Wealth Advisors reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 3,400 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q2 2023, an estimated $72.3K.
JFS Wealth Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q2 2021 and held it in 8 quarters.
JFS Wealth Advisors's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $238K in Q2 2021.
50 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.