CAL
BCD icon

Capital Analysts LLC’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Capital Analysts LLC’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
2023
Q3 		– Sell
-1,615
Closed -$52K – 1167
2023
Q2 		$52K Buy
+1,615
New +$52.3K ﹤0.01% 575

Other funds holding BCD

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

Capital Analysts LLC's BCD Position: Q3 2023 in Review

Capital Analysts LLC sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q3 2023, closing a stake of 1,615 shares — an estimated $52K sold.

Capital Analysts LLC first reported a position in BCD in Q2 2023 and held it in 1 quarter. The position peaked at $52K in Q2 2023. 66 funds tracked by Wall St. Rank hold BCD as of Q3 2023.

  • Capital Analysts LLC reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q3 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 1,615 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q3 2023, an estimated $52K.
  • Capital Analysts LLC first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q2 2023 and held it in 1 quarter.
  • Capital Analysts LLC's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $52K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q3 2023.

Based on Capital Analysts LLC's 13F filing for Q3 2023, filed 13 Nov 2023.