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

AE Wealth Management’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	-72,958	Closed	-$2.24M	–	1211
2023 Q4	$2.24M	Buy	72,958 +10,026	+16%	+$325K	0.01%	864
2023 Q3	$2.08M	Buy	62,932 +81	+0.1%	+$2.7K	0.01%	839
2023 Q2	$2M	Buy	62,851 +2,733	+5%	+$88.6K	0.01%	846
2023 Q1	$1.99M	Buy	+60,118	New	+$2.01M	0.01%	803

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

AE Wealth Management's BCD Position: Q1 2024 in Review

AE Wealth Management sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q1 2024, closing a stake of 72,958 shares — an estimated $2.24M sold.

AE Wealth Management first reported a position in BCD in Q1 2023 and held it in 4 quarters. The position peaked at $2.24M in Q4 2023. 59 funds tracked by Wall St. Rank hold BCD as of Q1 2024.

AE Wealth Management 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.
AE Wealth Management sold 72,958 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q1 2024, an estimated $2.24M.
AE Wealth Management first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2023 and held it in 4 quarters.
AE Wealth Management's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $2.24M in Q4 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 AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.