WBH Advisory’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

WBH Advisory’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
2022 Q3	–	Sell	-12,783	Closed	-$383K	–	290
2022 Q2	$383K	Sell	12,783 -6,087	-32%	-$203K	0.05%	221
2022 Q1	$630K	Sell	18,870 -29,831	-61%	-$877K	0.08%	193
2021 Q4	$1.25M	Sell	48,701 -56,744	-54%	-$1.7M	0.14%	130
2021 Q3	$3.17M	Buy	+105,445	New	+$3.01M	0.43%	50

Other funds holding COMB

GLA

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

LSPW

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

WBH Advisory's COMB Position: Q3 2022 in Review

WBH Advisory sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q3 2022, closing a stake of 12,783 shares — an estimated $383K sold.

WBH Advisory first reported a position in COMB in Q3 2021 and held it in 4 quarters. The position peaked at $3.17M in Q3 2021. 63 funds tracked by Wall St. Rank hold COMB as of Q3 2022.

WBH Advisory reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q3 2022 after selling out during the quarter.
WBH Advisory sold 12,783 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q3 2022, an estimated $383K.
WBH Advisory first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q3 2021 and held it in 4 quarters.
WBH Advisory's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $3.17M in Q3 2021.
63 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q3 2022.

Based on WBH Advisory's 13F filing for Q3 2022, filed 18 Oct 2022.