Adamsbrown Wealth Consultants’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio BCD Stock Details BCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,643	Closed	-$264K	–	83
2023 Q4	$264K	Sell	8,643 -3,396	-28%	-$110K	0.12%	62
2023 Q3	$398K	Sell	12,039 -6,045	-33%	-$201K	0.2%	43
2023 Q2	$577K	Sell	18,084 -179,133	-91%	-$5.8M	0.3%	34
2023 Q1	$6.54M	Buy	197,217 +14,987	+8%	+$502K	3.77%	9
2022 Q4	$6.3M	Buy	182,230 +35,211	+24%	+$1.26M	3.83%	9
2022 Q3	$5.11M	Buy	147,019 +50,350	+52%	+$1.84M	3.89%	8
2022 Q2	$3.49M	Buy	96,669 +62,119	+180%	+$2.48M	2.75%	10
2022 Q1	$1.32M	Buy	+34,550	New	+$1.21M	1.04%	21

Other funds holding BCD

GLA

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

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LJCM

Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Adamsbrown Wealth Consultants's BCD Position: Q1 2024 in Review

Adamsbrown Wealth Consultants sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q1 2024, closing a stake of 8,643 shares — an estimated $264K sold.

Adamsbrown Wealth Consultants first reported a position in BCD in Q1 2022 and held it in 8 quarters. The position peaked at $6.54M in Q1 2023. 59 funds tracked by Wall St. Rank hold BCD as of Q1 2024.

Adamsbrown Wealth Consultants reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q1 2024 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 8,643 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q1 2024, an estimated $264K.
Adamsbrown Wealth Consultants first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2022 and held it in 8 quarters.
Adamsbrown Wealth Consultants's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $6.54M in Q1 2023.
59 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q1 2024.

Based on Adamsbrown Wealth Consultants's 13F filing for Q1 2024, filed 30 Apr 2024.