MWM
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Modern Wealth Management’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Modern Wealth Management’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
Q2 		– Sell
-10,218
Closed -$203K – 407
2024
Q1 		$203K Buy
+10,218
New +$198K 0.02% 284

Other funds holding COMB

RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Modern Wealth Management's COMB Position: Q2 2024 in Review

Modern Wealth Management sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q2 2024, closing a stake of 10,218 shares — an estimated $203K sold.

Modern Wealth Management first reported a position in COMB in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 42 funds tracked by Wall St. Rank hold COMB as of Q2 2024.

  • Modern Wealth Management reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q2 2024 after selling out during the quarter.
  • Modern Wealth Management sold 10,218 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q2 2024, an estimated $203K.
  • Modern Wealth Management first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q1 2024 and held it in 1 quarter.
  • Modern Wealth Management's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $203K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q2 2024.

Based on Modern Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.