SFS
COMT icon

Security Financial Services’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Security Financial Services’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 		$238K Buy
7,848
+573
+8% +$19.3K 0.03% 186
2026
Q1 		$246K Sell
7,275
-1,980
-21% -$56.7K 0.04% 176
2025
Q4 		$230K Buy
9,255
+942
+11% +$24.9K 0.04% 205
2025
Q3 		$223K Buy
8,313
+536
+7% +$14.2K 0.04% 194
2025
Q2 		$201K Sell
7,777
-128
-2% -$3.24K 0.04% 181
2025
Q1 		$209K Sell
7,905
-342
-4% -$8.92K 0.04% 166
2024
Q4 		$209K Buy
+8,247
New +$215K 0.04% 166
2023
Q1 		– Sell
-99,021
Closed -$2.79M – 135
2022
Q4 		$2.79M Sell
99,021
-158
-0.2% -$5.63K 0.87% 36
2022
Q3 		$3.54M Sell
99,179
-29,776
-23% -$1.14M 1.21% 23
2022
Q2 		$5.28M Sell
128,955
-97,601
-43% -$4.14M 1.68% 11
2022
Q1 		$9.07M Buy
226,556
+55,499
+32% +$2.01M 2.88% 7
2021
Q4 		$5.28M Buy
+171,057
New +$6.06M 1.76% 14

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
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
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return