NWM
COMT icon

Northwest Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Northwest Wealth Management’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 		$219K Sell
7,211
-55
-0.8% -$1.86K 0.03% 248
2026
Q1 		$246K Sell
7,266
-2,420
-25% -$69.3K 0.04% 208
2025
Q4 		$241K Buy
9,686
+386
+4% +$10.2K 0.04% 213
2025
Q3 		$250K Sell
9,300
-271
-3% -$7.17K 0.04% 180
2025
Q2 		$247K Sell
9,571
-286
-3% -$7.24K 0.04% 169
2025
Q1 		$261K Buy
9,857
+442
+5% +$11.5K 0.05% 149
2024
Q4 		$238K Buy
9,415
+1,082
+13% +$28.2K 0.05% 147
2024
Q3 		$216K Sell
8,333
-274
-3% -$7.18K 0.05% 155
2024
Q2 		$235K Buy
8,607
+89
+1% +$2.43K 0.06% 146
2024
Q1 		$230K Sell
8,518
-2,057
-19% -$53K 0.06% 153
2023
Q4 		$265K Buy
10,575
+414
+4% +$11.3K 0.08% 128
2023
Q3 		$296K Sell
10,161
-44
-0.4% -$1.24K 0.11% 113
2023
Q2 		$265K Buy
10,205
+2,102
+26% +$55.3K 0.1% 126
2023
Q1 		$219K Sell
8,103
-680
-8% -$18.5K 0.08% 140
2022
Q4 		$248K Sell
8,783
-5,591
-39% -$199K 0.11% 121
2022
Q3 		$513K Buy
14,374
+2,430
+20% +$93.3K 0.23% 91
2022
Q2 		$489K Buy
+11,944
New +$507K 0.21% 93

Other funds holding COMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return