Bruce G. Allen Investments’s ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 UCIB Stock Holding History

Bruce G. Allen Investments’s Portfolio UCIB Stock Details UCIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$545K	Hold	16,538	–	–	0.36%	32
2025 Q4	$464K	Hold	16,538	–	–	0.31%	38
2025 Q3	$449K	Hold	16,538	–	–	0.32%	38
2025 Q2	$436K	Hold	16,538	–	–	0.33%	36
2025 Q1	$439K	Hold	16,538	–	–	0.35%	35
2024 Q4	$426K	Hold	16,538	–	–	0.35%	39
2024 Q3	$430K	Hold	16,538	–	–	0.33%	41
2024 Q2	$432K	Hold	16,538	–	–	0.36%	39
2024 Q1	$422K	Hold	16,538	–	–	0.35%	41
2023 Q4	$400K	Buy	+16,538	New	+$408K	0.36%	39

Other funds holding UCIB

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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bruce G. Allen Investments's UCIB Position: Q1 2026 in Review

Bruce G. Allen Investments held its ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 (UCIB) position steady in Q1 2026 at 16,538 shares worth $545K. The position accounts for 0.36% of the portfolio, ranked #32.

Bruce G. Allen Investments first reported a position in UCIB in Q4 2023 and has held it in 10 quarters since. 11 funds tracked by Wall St. Rank hold UCIB as of Q1 2026.

Bruce G. Allen Investments held 16,538 shares of ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 worth $545K as of Q1 2026.
Bruce G. Allen Investments left its ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 share count unchanged in Q1 2026.
ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 made up 0.36% of Bruce G. Allen Investments's portfolio in Q1 2026, its #32 holding.
Bruce G. Allen Investments first reported a position in ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 in Q4 2023 and has held it in 10 quarters since.
11 funds tracked by Wall St. Rank held ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.