Mariner Independent Advisor Network’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$396K	Buy	11,075 +117	+1%	+$4.49K	0.02%	497
2022 Q2	$448K	Sell	10,958 -10,790	-50%	-$458K	0.02%	482
2022 Q1	$871K	Buy	21,748 +10,775	+98%	+$391K	0.03%	377
2021 Q4	$339K	Buy	+10,973	New	+$389K	0.02%	419

Other funds holding COMT

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Mariner Independent Advisor Network's COMT Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 1.1% in Q3 2022, buying an estimated $4.49K and bringing the position to 11,075 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #497.

Mariner Independent Advisor Network first reported a position in COMT in Q4 2021 and has held it in 4 quarters since. The position peaked at $871K in Q1 2022. 326 funds tracked by Wall St. Rank hold COMT as of Q3 2022.

Mariner Independent Advisor Network held 11,075 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $396K as of Q3 2022.
Mariner Independent Advisor Network bought 117 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2022, an estimated $4.49K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #497 holding.
Mariner Independent Advisor Network first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2021 and has held it in 4 quarters since.
Mariner Independent Advisor Network's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $871K in Q1 2022.
326 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.