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Triad Wealth Partners’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-202
Closed -$5.52K – 221
2024
Q2 		$5.52K Buy
+202
New +$5.51K ﹤0.01% 548

Other funds holding COMT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Triad Wealth Partners's COMT Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2024, closing a stake of 202 shares — an estimated $5.52K sold.

Triad Wealth Partners first reported a position in COMT in Q2 2024 and held it in 1 quarter. The position peaked at $5.52K in Q2 2024. 145 funds tracked by Wall St. Rank hold COMT as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 202 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2024, an estimated $5.52K.
  • Triad Wealth Partners first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $5.52K in Q2 2024.
  • 145 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.