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Realta Investment Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Realta Investment 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
2025
Q1 		– Sell
-5
Closed -$128 – 328
2024
Q4 		$128 Sell
5
-255
-98% -$6.64K ﹤0.01% 336
2024
Q3 		$6.97K Sell
260
-430
-62% -$11.3K ﹤0.01% 309
2024
Q2 		$18.8K Hold
690
– – ﹤0.01% 625
2024
Q1 		$18.6K Buy
+690
New +$17.8K ﹤0.01% 647
2019
Q3 		– Sell
-282
Closed -$9K – 1628
2019
Q2 		$9K Buy
+282
New +$9.2K ﹤0.01% 1164

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 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
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Realta Investment Advisors's COMT Position: Q1 2025 in Review

Realta Investment Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2025, closing a stake of 5 shares — an estimated $128 sold.

Realta Investment Advisors first reported a position in COMT in Q2 2019 and held it in 5 quarters. The position peaked at $18.8K in Q2 2024. 142 funds tracked by Wall St. Rank hold COMT as of Q1 2025.

  • Realta Investment Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 5 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2025, an estimated $128.
  • Realta Investment Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2019 and held it in 5 quarters.
  • Realta Investment Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $18.8K in Q2 2024.
  • 142 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.