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

Rational Advisors’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
2023 Q3	–	Sell	-2,426	Closed	-$50.1K	–	287
2023 Q2	$50.1K	Sell	2,426 -203	-8%	-$4.23K	﹤0.01%	163
2023 Q1	$55.9K	Buy	2,629 +190	+8%	+$4.09K	﹤0.01%	139
2022 Q4	$54.9K	Buy	2,439 +96	+4%	+$2.81K	﹤0.01%	119
2022 Q3	$68K	Sell	2,343 -658	-22%	-$20.1K	0.01%	107
2022 Q2	$91K	Buy	3,001 +382	+15%	+$12.7K	0.01%	106
2022 Q1	$84K	Buy	2,619 +1,008	+63%	+$29.6K	0.01%	105
2021 Q4	$41K	Buy	1,611 +899	+126%	+$27K	﹤0.01%	116
2021 Q3	$21K	Buy	+712	New	+$20.3K	﹤0.01%	133

Other funds holding COMB

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rational Advisors's COMB Position: Q3 2023 in Review

Rational Advisors sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q3 2023, closing a stake of 2,426 shares — an estimated $50.1K sold.

Rational Advisors first reported a position in COMB in Q3 2021 and held it in 8 quarters. The position peaked at $91K in Q2 2022. 47 funds tracked by Wall St. Rank hold COMB as of Q3 2023.

Rational Advisors reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q3 2023 after selling out during the quarter.
Rational Advisors sold 2,426 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q3 2023, an estimated $50.1K.
Rational Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q3 2021 and held it in 8 quarters.
Rational Advisors's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $91K in Q2 2022.
47 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q3 2023.

Based on Rational Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.