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

Professional 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
2022 Q4	–	Sell	-517	Closed	-$18K	–	144
2022 Q3	$18K	Hold	517	–	–	0.01%	233
2022 Q2	$21K	Sell	517 -93	-15%	-$3.95K	0.01%	224
2022 Q1	$24K	Buy	610 +451	+284%	+$16.3K	0.01%	222
2021 Q4	$5K	Buy	159 +25	+19%	+$886	﹤0.01%	374
2021 Q3	$5K	Hold	134	–	–	﹤0.01%	317
2021 Q2	$5K	Hold	134	–	–	﹤0.01%	324
2021 Q1	$4K	Hold	134	–	–	﹤0.01%	303
2020 Q4	$4K	Hold	134	–	–	﹤0.01%	300
2020 Q3	$3K	Buy	+134	New	+$3.36K	﹤0.01%	298

Other funds holding COMT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Professional Financial Advisors's COMT Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2022, closing a stake of 517 shares — an estimated $18K sold.

Professional Financial Advisors first reported a position in COMT in Q3 2020 and held it in 9 quarters. The position peaked at $24K in Q1 2022. 323 funds tracked by Wall St. Rank hold COMT as of Q4 2022.

Professional Financial Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 517 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2022, an estimated $18K.
Professional Financial Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $24K in Q1 2022.
323 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.