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

Newbridge Financial Services Group’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	-150	Closed	-$2.98K	–	1118
2024 Q1	$2.98K	Hold	150	–	–	﹤0.01%	960
2023 Q4	$2.92K	Hold	150	–	–	﹤0.01%	928
2023 Q3	$3.24K	Hold	150	–	–	﹤0.01%	1018
2023 Q2	$3.1K	Hold	150	–	–	﹤0.01%	1084
2023 Q1	$3.19K	Hold	150	–	–	﹤0.01%	1137
2022 Q4	$3.37K	Buy	+150	New	+$4.39K	﹤0.01%	1135

Other funds holding COMB

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Newbridge Financial Services Group's COMB Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q2 2024, closing a stake of 150 shares — an estimated $2.98K sold.

Newbridge Financial Services Group first reported a position in COMB in Q4 2022 and held it in 6 quarters. The position peaked at $3.37K in Q4 2022. 42 funds tracked by Wall St. Rank hold COMB as of Q2 2024.

Newbridge Financial Services Group reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 150 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q2 2024, an estimated $2.98K.
Newbridge Financial Services Group first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2022 and held it in 6 quarters.
Newbridge Financial Services Group's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $3.37K in Q4 2022.
42 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.