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Trivant Custom Portfolio Group’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Trivant Custom Portfolio Group’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
2024
Q3 		– Sell
-5,950
Closed -$121K – 181
2024
Q2 		$121K Hold
5,950
– – 0.07% 73
2024
Q1 		$118K Hold
5,950
– – 0.08% 69
2023
Q4 		$116K Sell
5,950
-50
-0.8% -$1.05K 0.08% 71
2023
Q3 		$130K Hold
6,000
– – 0.1% 57
2023
Q2 		$124K Hold
6,000
– – 0.09% 61
2023
Q1 		$128K Buy
+6,000
New +$129K 0.09% 65

Other funds holding COMB

RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 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
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Trivant Custom Portfolio Group's COMB Position: Q3 2024 in Review

Trivant Custom Portfolio Group sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q3 2024, closing a stake of 5,950 shares — an estimated $121K sold.

Trivant Custom Portfolio Group first reported a position in COMB in Q1 2023 and held it in 6 quarters. The position peaked at $130K in Q3 2023. 36 funds tracked by Wall St. Rank hold COMB as of Q3 2024.

  • Trivant Custom Portfolio Group reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q3 2024 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 5,950 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q3 2024, an estimated $121K.
  • Trivant Custom Portfolio Group first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q1 2023 and held it in 6 quarters.
  • Trivant Custom Portfolio Group's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $130K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q3 2024.

Based on Trivant Custom Portfolio Group's 13F filing for Q3 2024, filed 4 Oct 2024.