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

WealthShield Partners’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
2021
Q1 		– Sell
-37,278
Closed -$876K – 1145
2020
Q4 		$876K Buy
37,278
+1,991
+6% +$44.2K 0.16% 118
2020
Q3 		$748K Buy
+35,287
New +$741K 0.26% 85

Other funds holding COMB

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WealthShield Partners's COMB Position: Q1 2021 in Review

WealthShield Partners sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q1 2021, closing a stake of 37,278 shares — an estimated $876K sold.

WealthShield Partners first reported a position in COMB in Q3 2020 and held it in 2 quarters. The position peaked at $876K in Q4 2020. 28 funds tracked by Wall St. Rank hold COMB as of Q1 2021.

  • WealthShield Partners reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q1 2021 after selling out during the quarter.
  • WealthShield Partners sold 37,278 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q1 2021, an estimated $876K.
  • WealthShield Partners first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q3 2020 and held it in 2 quarters.
  • WealthShield Partners's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $876K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2021.

Based on WealthShield Partners's 13F filing for Q1 2021, filed 17 May 2021.