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

Larson 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
2024 Q4	–	Sell	-414	Closed	-$10.7K	–	2801
2024 Q3	$10.7K	Sell	414 -1,263	-75%	-$33.1K	﹤0.01%	1458
2024 Q2	$45.8K	Buy	+1,677	New	+$45.8K	﹤0.01%	834
2023 Q3	–	Sell	-16	Closed	-$409	–	1720
2023 Q2	$409	Buy	16 +1	+7%	+$26	﹤0.01%	1463
2023 Q1	$392	Buy	+15	New	+$409	﹤0.01%	1435
2022 Q1	–	Sell	-161	Closed	-$5K	–	1057
2021 Q4	$5K	Hold	161	–	–	﹤0.01%	798
2021 Q3	$6K	Hold	161	–	–	﹤0.01%	664
2021 Q2	$6K	Hold	161	–	–	﹤0.01%	615
2021 Q1	$5K	Buy	+161	New	+$4.72K	﹤0.01%	626

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Larson Financial Group's COMT Position: Q4 2024 in Review

Larson Financial Group sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2024, closing a stake of 414 shares — an estimated $10.7K sold.

Larson Financial Group first reported a position in COMT in Q1 2021 and held it in 8 quarters. The position peaked at $45.8K in Q2 2024. 148 funds tracked by Wall St. Rank hold COMT as of Q4 2024.

Larson Financial Group reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2024 after selling out during the quarter.
Larson Financial Group sold 414 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2024, an estimated $10.7K.
Larson Financial Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2021 and held it in 8 quarters.
Larson Financial Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $45.8K in Q2 2024.
148 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.