QPWM
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Quadrant Private Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Quadrant Private Wealth Management’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
2024
Q4 		– Sell
-9,337
Closed -$242K – 244
2024
Q3 		$242K Buy
+9,337
New +$245K 0.06% 206
2023
Q1 		– Sell
-12,317
Closed -$347K – 249
2022
Q4 		$347K Buy
+12,317
New +$439K 0.12% 154

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Quadrant Private Wealth Management's COMT Position: Q4 2024 in Review

Quadrant Private Wealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2024, closing a stake of 9,337 shares — an estimated $242K sold.

Quadrant Private Wealth Management first reported a position in COMT in Q4 2022 and held it in 2 quarters. The position peaked at $347K in Q4 2022. 148 funds tracked by Wall St. Rank hold COMT as of Q4 2024.

  • Quadrant Private Wealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 9,337 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2024, an estimated $242K.
  • Quadrant Private Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2022 and held it in 2 quarters.
  • Quadrant Private Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $347K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.