Plan Group Financial’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Plan Group Financial’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 Q3	$2.23M	Buy	+57,935	New	+$1.98M	0.44%	68

Other funds holding COMT

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Plan Group Financial's COMT Position: Q3 2026 in Review

Plan Group Financial opened a new position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2026: 57,935 shares worth $2.23M. The stake represents 0.44% of the portfolio and ranks #68 among its holdings.

32 funds tracked by Wall St. Rank hold COMT as of Q3 2026.

Plan Group Financial held 57,935 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $2.23M as of Q3 2026.
iShares GSCI Commodity Dynamic Roll Strategy ETF was a new Plan Group Financial position in Q3 2026.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.44% of Plan Group Financial's portfolio in Q3 2026, its #68 holding.
32 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.