Retirement Wealth Solutions’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Retirement Wealth Solutions’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 Q2	$297	Hold	10	–	–	﹤0.01%	762
2026 Q1	$354	Hold	10	–	–	﹤0.01%	755
2025 Q4	$260	Sell	10 -1	-9%	-$26	﹤0.01%	721
2025 Q3	$285	Hold	11	–	–	﹤0.01%	748
2025 Q2	$275	Hold	11	–	–	﹤0.01%	398
2025 Q1	$281	Hold	11	–	–	﹤0.01%	384
2024 Q4	$280	Buy	+11	New	+$287	﹤0.01%	389

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Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return