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LRI Investments’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

LRI Investments’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
Q1 		– Sell
-2,657
Closed -$66.1K – 1435
2025
Q4 		$66.1K Buy
+2,657
New +$70.3K 0.01% 497

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

LRI Investments's COMT Position: Q1 2026 in Review

LRI Investments sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2026, closing a stake of 2,657 shares — an estimated $66.1K sold.

LRI Investments first reported a position in COMT in Q4 2025 and held it in 1 quarter. The position peaked at $66.1K in Q4 2025. 168 funds tracked by Wall St. Rank hold COMT as of Q1 2026.

  • LRI Investments reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 2,657 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2026, an estimated $66.1K.
  • LRI Investments first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2025 and held it in 1 quarter.
  • LRI Investments's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $66.1K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.