VWWMG
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Vermillion & White Wealth Management Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Vermillion & White Wealth Management Group’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
2026
Q1 		– Sell
-100
Closed -$2.49K – 162
2025
Q4 		$2.49K Hold
100
– – ﹤0.01% 482
2025
Q3 		$2.69K Hold
100
– – ﹤0.01% 484
2025
Q2 		$2.58K Hold
100
– – ﹤0.01% 445
2025
Q1 		$2.65K Sell
100
-987
-91% -$25.7K ﹤0.01% 438
2024
Q4 		$27.5K Buy
1,087
+36
+3% +$938 0.02% 173
2024
Q3 		$27.2K Sell
1,051
-81
-7% -$2.12K 0.02% 167
2024
Q2 		$30.9K Hold
1,132
– – 0.02% 160
2024
Q1 		$30.6K Buy
1,132
+444
+65% +$11.4K 0.02% 151
2023
Q4 		$17.2K Buy
+688
New +$18.8K 0.02% 146

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $361M AUM 23.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return