SageView Advisory Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-1,393	Closed	-$34.7K	–	978
2025 Q4	$34.7K	Buy	+1,393	New	+$36.8K	﹤0.01%	1223
2024 Q2	–	Sell	-26,107	Closed	-$594K	–	574
2024 Q1	$594K	Buy	+26,107	New	+$673K	0.03%	288

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

SageView Advisory Group's COMT Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2026, closing a stake of 1,393 shares — an estimated $34.7K sold.

SageView Advisory Group first reported a position in COMT in Q1 2024 and held it in 2 quarters. The position peaked at $594K in Q1 2024. 168 funds tracked by Wall St. Rank hold COMT as of Q1 2026.

SageView Advisory Group reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,393 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2026, an estimated $34.7K.
SageView Advisory Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $594K in Q1 2024.
168 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.