WR Wealth Planners’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

WR Wealth Planners’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
2024 Q4	$5.59K	Sell	221 -106	-32%	-$2.76K	﹤0.01%	678
2024 Q3	$8.47K	Sell	327 -1	-0.3%	-$26	﹤0.01%	663
2024 Q2	$8.96K	Sell	328 -87	-21%	-$2.38K	﹤0.01%	612
2024 Q1	$11.2K	Buy	+415	New	+$10.7K	﹤0.01%	578
2023 Q4	–	Sell	-1,203	Closed	-$35.1K	–	314
2023 Q3	$35.1K	Sell	1,203 -171	-12%	-$4.83K	0.01%	363
2023 Q2	$35.7K	Sell	1,374 -1,808	-57%	-$47.6K	0.01%	360
2023 Q1	$86K	Sell	3,182 -5,919	-65%	-$161K	0.04%	255
2022 Q4	$257K	Sell	9,101 -3,564	-28%	-$127K	0.16%	98
2022 Q3	$452K	Sell	12,665 -1,790	-12%	-$68.7K	0.32%	51
2022 Q2	$592K	Sell	14,455 -387	-3%	-$16.4K	0.39%	45
2022 Q1	$594K	Buy	+14,842	New	+$538K	0.35%	50

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

WR Wealth Planners's COMT Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 32% in Q4 2024, selling an estimated $2.76K and leaving 221 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

WR Wealth Planners first reported a position in COMT in Q1 2022 and has held it in 11 quarters since. The position peaked at $594K in Q1 2022. 148 funds tracked by Wall St. Rank hold COMT as of Q4 2024.

WR Wealth Planners held 221 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $5.59K as of Q4 2024.
WR Wealth Planners sold 106 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2024, an estimated $2.76K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #678 holding.
WR Wealth Planners first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $594K in Q1 2022.
148 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.