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

Plan Group Financial’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
2022
Q2 		$800K Buy
+25,943
New +$865K 1.38% 23

Other funds holding COMB

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Plan Group Financial's COMB Position: Q2 2022 in Review

Plan Group Financial opened a new position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q2 2022: 25,943 shares worth $800K. The stake represents 1.38% of the portfolio and ranks #23 among its holdings.

63 funds tracked by Wall St. Rank hold COMB as of Q2 2022.

  • Plan Group Financial held 25,943 shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF worth $800K as of Q2 2022.
  • GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF was a new Plan Group Financial position in Q2 2022.
  • GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF made up 1.38% of Plan Group Financial's portfolio in Q2 2022, its #23 holding.
  • 63 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.