V Wealth Advisors’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

V Wealth Advisors’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
2023 Q3	–	Sell	-19,052	Closed	-$393K	–	158
2023 Q2	$393K	Sell	19,052 -53	-0.3%	-$1.1K	0.07%	233
2023 Q1	$406K	Sell	19,105 -25	-0.1%	-$538	0.08%	232
2022 Q4	$430K	Hold	19,130	–	–	0.09%	213
2022 Q3	$552K	Sell	19,130 -277	-1%	-$8.44K	0.11%	180
2022 Q2	$588K	Buy	19,407 +360	+2%	+$12K	0.11%	194
2022 Q1	$611K	Sell	19,047 -14	-0.1%	-$412	0.1%	213
2021 Q4	$489K	Sell	19,061 -293	-2%	-$8.8K	0.07%	259
2021 Q3	$583K	Buy	+19,354	New	+$553K	0.09%	236

Other funds holding COMB

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

V Wealth Advisors's COMB Position: Q3 2023 in Review

V Wealth Advisors sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q3 2023, closing a stake of 19,052 shares — an estimated $393K sold.

V Wealth Advisors first reported a position in COMB in Q3 2021 and held it in 8 quarters. The position peaked at $611K in Q1 2022. 47 funds tracked by Wall St. Rank hold COMB as of Q3 2023.

V Wealth Advisors reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 19,052 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q3 2023, an estimated $393K.
V Wealth Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q3 2021 and held it in 8 quarters.
V Wealth Advisors's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $611K in Q1 2022.
47 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.