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Tempus Wealth Planning’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Tempus Wealth Planning’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
2022
Q4 		– Sell
-6,589
Closed -$235K – 187
2022
Q3 		$235K Buy
+6,589
New +$253K 0.16% 152

Other funds holding COMT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Tempus Wealth Planning's COMT Position: Q4 2022 in Review

Tempus Wealth Planning sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2022, closing a stake of 6,589 shares — an estimated $235K sold.

Tempus Wealth Planning first reported a position in COMT in Q3 2022 and held it in 1 quarter. The position peaked at $235K in Q3 2022. 322 funds tracked by Wall St. Rank hold COMT as of Q4 2022.

  • Tempus Wealth Planning reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Tempus Wealth Planning sold 6,589 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2022, an estimated $235K.
  • Tempus Wealth Planning first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2022 and held it in 1 quarter.
  • Tempus Wealth Planning's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $235K in Q3 2022.
  • 322 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2022.

Based on Tempus Wealth Planning's 13F filing for Q4 2022, filed 10 Feb 2023.