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Principal Securities’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Principal Securities’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
Q4 		– Sell
-434
Closed -$8.89K – 3560
2024
Q3 		$8.89K Hold
434
– – ﹤0.01% 2485
2024
Q2 		$8.84K Hold
434
– – ﹤0.01% 2452
2024
Q1 		$8.62K Hold
434
– – ﹤0.01% 2407
2023
Q4 		$8.43K Buy
+434
New +$9.1K ﹤0.01% 2333

Other funds holding COMB

RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
PFG
Prospect Financial Group Arlington, Virginia $108M AUM 19.54% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

Principal Securities's COMB Position: Q4 2024 in Review

Principal Securities sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q4 2024, closing a stake of 434 shares — an estimated $8.89K sold.

Principal Securities first reported a position in COMB in Q4 2023 and held it in 4 quarters. The position peaked at $8.89K in Q3 2024. 34 funds tracked by Wall St. Rank hold COMB as of Q4 2024.

  • Principal Securities reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 434 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q4 2024, an estimated $8.89K.
  • Principal Securities first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2023 and held it in 4 quarters.
  • Principal Securities's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $8.89K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.