Legacy Wealth Partners (Colorado)’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Legacy Wealth Partners (Colorado)’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
2026 Q2	–	Sell	-49,268	Closed	-$1.67M	–	192
2026 Q1	$1.67M	Buy	+49,268	New	+$1.41M	0.42%	39

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s COMT Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2026, closing a stake of 49,268 shares — an estimated $1.67M sold.

Legacy Wealth Partners (Colorado) first reported a position in COMT in Q1 2026 and held it in 1 quarter. The position peaked at $1.67M in Q1 2026. 161 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Legacy Wealth Partners (Colorado) reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Partners (Colorado) sold 49,268 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $1.67M.
Legacy Wealth Partners (Colorado) first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2026 and held it in 1 quarter.
Legacy Wealth Partners (Colorado)'s iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.67M in Q1 2026.
161 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.