SWM
COMT icon

Spire Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Spire Wealth Management’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 		$5.07K Hold
167
– – ﹤0.01% 1825
2026
Q1 		$5.65K Hold
167
– – ﹤0.01% 1805
2025
Q4 		$4.16K Hold
167
– – ﹤0.01% 1954
2025
Q3 		$4.48K Hold
167
– – ﹤0.01% 1987
2025
Q2 		$4.32K Hold
167
– – ﹤0.01% 1990
2025
Q1 		$4.42K Hold
167
– – ﹤0.01% 2096
2024
Q4 		$4.23K Sell
167
-127
-43% -$3.31K ﹤0.01% 2090
2024
Q3 		$7.62K Sell
294
-153
-34% -$4.01K ﹤0.01% 1716
2024
Q2 		$12.2K Sell
447
-377
-46% -$10.3K ﹤0.01% 1586
2024
Q1 		$22.3K Sell
824
-888
-52% -$22.9K ﹤0.01% 1482
2023
Q4 		$43K Sell
1,712
-194
-10% -$5.32K ﹤0.01% 1254
2023
Q3 		$55.6K Buy
1,906
+678
+55% +$19.2K ﹤0.01% 1142
2023
Q2 		$31.9K Buy
1,228
+150
+14% +$3.95K ﹤0.01% 1394
2023
Q1 		$29.1K Sell
1,078
-11,832
-92% -$323K ﹤0.01% 1440
2022
Q4 		$364K Buy
12,910
+1,478
+13% +$52.7K 0.02% 422
2022
Q3 		$408K Sell
11,432
-36,256
-76% -$1.39M 0.02% 371
2022
Q2 		$1.95M Sell
47,688
-64,283
-57% -$2.73M 0.08% 213
2022
Q1 		$4.52M Buy
111,971
+34,394
+44% +$1.25M 0.12% 164
2021
Q4 		$2.4M Sell
77,577
-3,576
-4% -$127K 0.05% 279
2021
Q3 		$2.91M Buy
81,153
+9,847
+14% +$338K 0.08% 229
2021
Q2 		$2.46M Buy
+71,306
New +$2.33M 0.07% 256

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
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return