ULWM
COMB icon

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

Upper Left 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
2024
Q1 		– Sell
-43,697
Closed -$849K – 59
2023
Q4 		$849K Buy
+43,697
New +$916K 0.83% 32

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RCA
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AFS
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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
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 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

Upper Left Wealth Management's COMB Position: Q1 2024 in Review

Upper Left Wealth Management sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q1 2024, closing a stake of 43,697 shares — an estimated $849K sold.

Upper Left Wealth Management first reported a position in COMB in Q4 2023 and held it in 1 quarter. The position peaked at $849K in Q4 2023. 44 funds tracked by Wall St. Rank hold COMB as of Q1 2024.

  • Upper Left Wealth Management reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q1 2024 after selling out during the quarter.
  • Upper Left Wealth Management sold 43,697 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q1 2024, an estimated $849K.
  • Upper Left Wealth Management first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2023 and held it in 1 quarter.
  • Upper Left Wealth Management's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $849K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2024.

Based on Upper Left Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.