Prosperity Planning’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Prosperity Planning’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	$811K	Sell	21,999 -1,926	-8%	-$66K	0.18%	69
2026 Q2	$727K	Sell	23,925 -1,041	-4%	-$35.1K	0.17%	72
2026 Q1	$844K	Buy	24,966 +453	+2%	+$13K	0.21%	65
2025 Q4	$610K	Buy	24,513 +1,851	+8%	+$49K	0.16%	70
2025 Q3	$608K	Buy	22,662 +577	+3%	+$15.3K	0.16%	69
2025 Q2	$571K	Buy	22,085 +123	+0.6%	+$3.11K	0.16%	70
2025 Q1	$581K	Buy	21,962 +77	+0.4%	+$2.01K	0.18%	69
2024 Q4	$554K	Buy	21,885 +2,035	+10%	+$53K	0.18%	71
2024 Q3	$514K	Buy	19,850 +944	+5%	+$24.8K	0.16%	72
2024 Q2	$516K	Buy	18,906 +447	+2%	+$12.2K	0.18%	70
2024 Q1	$498K	Buy	18,459 +1,436	+8%	+$37K	0.17%	66
2023 Q4	$427K	Buy	17,023 +365	+2%	+$10K	0.16%	70
2023 Q3	$486K	Sell	16,658 -341	-2%	-$9.64K	0.2%	66
2023 Q2	$442K	Buy	16,999 +747	+5%	+$19.7K	0.18%	67
2023 Q1	$439K	Buy	16,252 +2,603	+19%	+$71K	0.19%	67
2022 Q4	$467K	Hold	13,649	–	–	0.23%	59
2022 Q3	$488K	Sell	13,649 -2,459	-15%	-$94.4K	0.25%	60
2022 Q2	$546K	Hold	16,108	–	–	0.28%	54
2022 Q1	$647K	Hold	16,108	–	–	0.32%	48
2021 Q4	$497K	Buy	16,108 +2,970	+23%	+$105K	0.25%	55
2021 Q3	$471K	Buy	13,138 +113	+0.9%	+$3.87K	0.26%	53
2021 Q2	$449K	Buy	13,025 +2,268	+21%	+$74.1K	0.28%	51
2021 Q1	$322K	Buy	10,757 +212	+2%	+$6.21K	0.23%	58
2020 Q4	$281K	Buy	+10,545	New	+$269K	0.24%	56

Other funds holding COMT

AWM

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

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

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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Prosperity Planning's COMT Position: Q3 2026 in Review

Prosperity Planning reduced its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 8.1% in Q3 2026, selling an estimated $66K and leaving 21,999 shares worth $811K. The position accounts for 0.18% of the portfolio, ranked #69.

Prosperity Planning first reported a position in COMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $844K in Q1 2026. 14 funds tracked by Wall St. Rank hold COMT as of Q3 2026.

Prosperity Planning held 21,999 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $811K as of Q3 2026.
Prosperity Planning sold 1,926 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2026, an estimated $66K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.18% of Prosperity Planning's portfolio in Q3 2026, its #69 holding.
Prosperity Planning first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2020 and has held it in 24 quarters since.
Prosperity Planning's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $844K in Q1 2026.
14 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.