Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Carson Wealth (CWM 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
2025
Q4 		– Sell
-4
Closed – – 5373
2025
Q3 		$0 Buy
4
+3
+300% +$101 ﹤0.01% 5265
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5116
2025
Q1 		$0 Hold
1
– – ﹤0.01% 5052
2024
Q4 		$0 Hold
1
– – ﹤0.01% 4905
2024
Q3 		$0 Hold
1
– – ﹤0.01% 4828
2024
Q2 		$0 Hold
1
– – ﹤0.01% 4589
2024
Q1 		$0 Buy
+1
New +$31 ﹤0.01% 4319
2023
Q4 		– Sell
-1
Closed – – 4135
2023
Q3 		$0 Hold
1
– – ﹤0.01% 4181
2023
Q2 		$0 Hold
1
– – ﹤0.01% 4174
2023
Q1 		$0 Buy
+1
New +$33 ﹤0.01% 4046

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AWA
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BCD Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q4 2025, closing a stake of 4 shares.

Carson Wealth (CWM LLC) first reported a position in BCD in Q1 2023 and held it in 10 quarters. The position peaked at $0 in Q3 2025. 74 funds tracked by Wall St. Rank hold BCD as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2023 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $0 in Q3 2025.
  • 74 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.