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Spire Wealth Management’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Spire Wealth Management’s Portfolio COMB Stock Details COMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-363
Closed -$8K – 2493
2022
Q4 		$8K Buy
+363
New +$10.6K ﹤0.01% 1686

Other funds holding COMB

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Spire Wealth Management's COMB Position: Q1 2023 in Review

Spire Wealth Management sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q1 2023, closing a stake of 363 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in COMB in Q4 2022 and held it in 1 quarter. The position peaked at $8K in Q4 2022. 56 funds tracked by Wall St. Rank hold COMB as of Q1 2023.

  • Spire Wealth Management reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 363 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q1 2023, an estimated $8K.
  • Spire Wealth Management first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2022 and held it in 1 quarter.
  • Spire Wealth Management's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $8K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.