Bank of Montreal
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Bank of Montreal’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-23,700
Closed -$782K – 3859
2024
Q2 		$782K Sell
23,700
-1,221
-5% -$40.1K ﹤0.01% 2156
2024
Q1 		$787K Buy
+24,921
New +$761K ﹤0.01% 2144
2023
Q4 		– Sell
-4,919
Closed -$167K – 3977
2023
Q3 		$167K Sell
4,919
-98,653
-95% -$3.29M ﹤0.01% 3125
2023
Q2 		$3.37M Buy
+103,572
New +$3.36M ﹤0.01% 1530

Other funds holding BCD

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
LPL Financial
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
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return
VI
VanderPol Investments Caledonia, Michigan $57.5M AUM 14.56% 1-Year Est. Return

Bank of Montreal's BCD Position: Q3 2024 in Review

Bank of Montreal sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q3 2024, closing a stake of 23,700 shares — an estimated $782K sold.

Bank of Montreal first reported a position in BCD in Q2 2023 and held it in 4 quarters. The position peaked at $3.37M in Q2 2023. 58 funds tracked by Wall St. Rank hold BCD as of Q3 2024.

  • Bank of Montreal reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 23,700 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q3 2024, an estimated $782K.
  • Bank of Montreal first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q2 2023 and held it in 4 quarters.
  • Bank of Montreal's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $3.37M in Q2 2023.
  • 58 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.