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

Avior 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 Q2	–	Sell	-1,011	Closed	-$31.9K	–	2416
2024 Q1	$31.9K	Hold	1,011	–	–	﹤0.01%	1413
2023 Q4	$30.9K	Hold	1,011	–	–	﹤0.01%	814
2023 Q3	$33.4K	Hold	1,011	–	–	﹤0.01%	850
2023 Q2	$32.3K	Hold	1,011	–	–	﹤0.01%	848
2023 Q1	$33.5K	Hold	1,011	–	–	﹤0.01%	860
2022 Q4	$35K	Hold	1,011	–	–	﹤0.01%	681
2022 Q3	$35K	Buy	+1,011	New	+$36.9K	﹤0.01%	658

Other funds holding BCD

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 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

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

AIP

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

ACM

Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return

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

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

SRA

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

IFS

Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

Avior Wealth Management's BCD Position: Q2 2024 in Review

Avior Wealth Management sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q2 2024, closing a stake of 1,011 shares — an estimated $31.9K sold.

Avior Wealth Management first reported a position in BCD in Q3 2022 and held it in 7 quarters. The position peaked at $35K in Q3 2022. 52 funds tracked by Wall St. Rank hold BCD as of Q2 2024.

Avior Wealth Management reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 1,011 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q2 2024, an estimated $31.9K.
Avior Wealth Management first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q3 2022 and held it in 7 quarters.
Avior Wealth Management's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $35K in Q3 2022.
52 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.