Pettinga Financial Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Pettinga Financial Advisors’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	–	Sell	-18,014	Closed	-$609K	–	157
2026 Q1	$609K	Sell	18,014 -45,492	-72%	-$1.3M	0.11%	93
2025 Q4	$1.58M	Buy	63,506 +1,055	+2%	+$27.9K	0.3%	55
2025 Q3	$1.68M	Buy	62,451 +2,063	+3%	+$54.6K	0.33%	53
2025 Q2	$1.56M	Buy	60,388 +4,634	+8%	+$117K	0.34%	47
2025 Q1	$1.48M	Buy	55,754 +37,746	+210%	+$985K	0.35%	50
2024 Q4	$456K	Sell	18,008 -19,767	-52%	-$515K	0.1%	86
2024 Q3	$979K	Sell	37,775 -2,069	-5%	-$54.3K	0.23%	50
2024 Q2	$1.09M	Buy	39,844 +201	+0.5%	+$5.49K	0.27%	49
2024 Q1	$1.07M	Buy	39,643 +3,269	+9%	+$84.3K	0.27%	55
2023 Q4	$912K	Buy	36,374 +9,244	+34%	+$253K	0.24%	59
2023 Q3	$791K	Buy	+27,130	New	+$767K	0.24%	51
2023 Q1	–	Sell	-224,870	Closed	-$6.34M	–	102
2022 Q4	$6.34M	Sell	224,870 -22,963	-9%	-$819K	2.07%	12
2022 Q3	$8.85M	Buy	247,833 +13,101	+6%	+$503K	3.04%	9
2022 Q2	$9.61M	Sell	234,732 -164,868	-41%	-$7M	2.88%	8
2022 Q1	$16M	Buy	399,600 +12,667	+3%	+$459K	4.01%	5
2021 Q4	$11.9M	Sell	386,933 -28,241	-7%	-$1M	2.9%	8
2021 Q3	$14.9M	Buy	415,174 +4,738	+1%	+$162K	3.79%	7
2021 Q2	$14.2M	Buy	410,436 +175,405	+75%	+$5.73M	3.8%	7
2021 Q1	$7.03M	Buy	+235,031	New	+$6.89M	2.05%	16

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

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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 $6.85B AUM 30.02% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Pettinga Financial Advisors's COMT Position: Q2 2026 in Review

Pettinga Financial Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2026, closing a stake of 18,014 shares — an estimated $609K sold.

Pettinga Financial Advisors first reported a position in COMT in Q1 2021 and held it in 19 quarters. The position peaked at $16M in Q1 2022. 22 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

Pettinga Financial Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2026 after selling out during the quarter.
Pettinga Financial Advisors sold 18,014 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2026, an estimated $609K.
Pettinga Financial Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2021 and held it in 19 quarters.
Pettinga Financial Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $16M in Q1 2022.
22 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.