SIC
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Salem Investment Counselors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Salem Investment Counselors’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 		$15.5K Hold
511
– – ﹤0.01% 815
2026
Q1 		$17.3K Buy
+511
New +$14.6K ﹤0.01% 785
2025
Q4 		– Sell
-511
Closed -$13.7K – 544
2025
Q3 		$13.7K Hold
511
– – ﹤0.01% 818
2025
Q2 		$13.2K Hold
511
– – ﹤0.01% 803
2025
Q1 		$13.5K Hold
511
– – ﹤0.01% 788
2024
Q4 		$12.9K Sell
511
-60
-11% -$1.56K ﹤0.01% 799
2024
Q3 		$14.8K Buy
571
+6
+1% +$157 ﹤0.01% 789
2024
Q2 		$15.4K Buy
565
+29
+5% +$792 ﹤0.01% 766
2024
Q1 		$14.5K Buy
536
+511
+2,044% +$13.2K ﹤0.01% 770
2023
Q4 		$627 Hold
25
– – ﹤0.01% 1048
2023
Q3 		$729 Sell
25
-44
-64% -$1.24K ﹤0.01% 1034
2023
Q2 		$1.79K Buy
69
+18
+35% +$474 ﹤0.01% 1013
2023
Q1 		$1.38K Buy
+51
New +$1.39K ﹤0.01% 1014

Other funds holding COMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return