Laurel Wealth Advisors (North Carolina)’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-69	Closed	-$1.79K	–	742
2024 Q3	$1.79K	Hold	69	–	–	﹤0.01%	592
2024 Q2	$1.89K	Hold	69	–	–	﹤0.01%	555
2024 Q1	$1.86K	Hold	69	–	–	﹤0.01%	552
2023 Q4	$1.73K	Hold	69	–	–	﹤0.01%	514
2023 Q3	$2.01K	Hold	69	–	–	﹤0.01%	511
2023 Q2	$1.79K	Hold	69	–	–	﹤0.01%	519
2023 Q1	$1.87K	Hold	69	–	–	﹤0.01%	519
2022 Q4	$1.95K	Hold	69	–	–	﹤0.01%	487
2022 Q3	$2K	Buy	+69	New	+$2.65K	﹤0.01%	475

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

Laurel Wealth Advisors (North Carolina)'s COMT Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2024, closing a stake of 69 shares — an estimated $1.79K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in COMT in Q3 2022 and held it in 9 quarters. The position peaked at $2.01K in Q3 2023. 148 funds tracked by Wall St. Rank hold COMT as of Q4 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 69 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2024, an estimated $1.79K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2022 and held it in 9 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $2.01K in Q3 2023.
148 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.