VFA
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Valeo Financial Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Valeo Financial Advisors’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
2021
Q1 		– Sell
-120
Closed -$3K – 2045
2020
Q4 		$3K Buy
+120
New +$3.06K ﹤0.01% 1458

Other funds holding COMT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Valeo Financial Advisors's COMT Position: Q1 2021 in Review

Valeo Financial Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2021, closing a stake of 120 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in COMT in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 79 funds tracked by Wall St. Rank hold COMT as of Q1 2021.

  • Valeo Financial Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 120 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $3K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.