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Lee Financial’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-6,904
Closed -$134K – 288
2023
Q4 		$134K Sell
6,904
-1,845
-21% -$38.7K 0.02% 158
2023
Q3 		$189K Sell
8,749
-291
-3% -$6.29K 0.04% 132
2023
Q2 		$187K Buy
9,040
+5,369
+146% +$112K 0.03% 133
2023
Q1 		$78K Buy
3,671
+1,636
+80% +$35.2K 0.01% 198
2022
Q4 		$45.8K Buy
+2,035
New +$59.6K 0.01% 260

Other funds holding COMB

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Lee Financial's COMB Position: Q1 2024 in Review

Lee Financial sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q1 2024, closing a stake of 6,904 shares — an estimated $134K sold.

Lee Financial first reported a position in COMB in Q4 2022 and held it in 5 quarters. The position peaked at $189K in Q3 2023. 44 funds tracked by Wall St. Rank hold COMB as of Q1 2024.

  • Lee Financial reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 6,904 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q1 2024, an estimated $134K.
  • Lee Financial first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2022 and held it in 5 quarters.
  • Lee Financial's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $189K in Q3 2023.
  • 44 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.