Carson Wealth (CWM LLC)
BCI icon

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

Carson Wealth (CWM LLC)’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.7K Sell
2,828
-5,045
-64% -$110K ﹤0.01% 3565
2025
Q4 		$154K Buy
7,873
+5,329
+209% +$118K ﹤0.01% 2761
2025
Q3 		$55K Buy
2,544
+272
+12% +$5.71K ﹤0.01% 3447
2025
Q2 		$47K Hold
2,272
– – ﹤0.01% 3324
2025
Q1 		$49K Sell
2,272
-409
-15% -$8.54K ﹤0.01% 3009
2024
Q4 		$53K Sell
2,681
-708
-21% -$14.3K ﹤0.01% 2751
2024
Q3 		$69K Buy
3,389
+1,394
+70% +$27.5K ﹤0.01% 2445
2024
Q2 		$41K Sell
1,995
-36
-2% -$741 ﹤0.01% 2601
2024
Q1 		$40K Sell
2,031
-312
-13% -$6.03K ﹤0.01% 2441
2023
Q4 		$45K Sell
2,343
-592
-20% -$12.2K ﹤0.01% 2235
2023
Q3 		$62K Sell
2,935
-1,718
-37% -$36.3K ﹤0.01% 1934
2023
Q2 		$94K Buy
4,653
+2,027
+77% +$41.3K ﹤0.01% 1597
2023
Q1 		$55K Sell
2,626
-17
-0.6% -$358 ﹤0.01% 1802
2022
Q4 		$58K Sell
2,643
-164
-6% -$4.24K ﹤0.01% 1647
2022
Q3 		$73K Buy
2,807
+383
+16% +$10.5K ﹤0.01% 1485
2022
Q2 		$66K Buy
2,424
+1,933
+394% +$57.7K ﹤0.01% 1494
2022
Q1 		$14K Hold
491
– – ﹤0.01% 2281
2021
Q4 		$11K Buy
+491
New +$13.5K ﹤0.01% 2285
2021
Q2 		$13K Hold
491
– – ﹤0.01% 1975
2021
Q1 		$13K Hold
491
– – ﹤0.01% 1975
2020
Q4 		$13K Hold
491
– – ﹤0.01% 1975
2020
Q3 		$13K Hold
491
– – ﹤0.01% 1975
2020
Q2 		$13K Hold
491
– – ﹤0.01% 1975
2020
Q1 		$13K Hold
491
– – ﹤0.01% 1975
2019
Q4 		$13K Hold
491
– – ﹤0.01% 1975
2019
Q3 		$13K Hold
491
– – ﹤0.01% 1975
2019
Q2 		$13K Hold
491
– – ﹤0.01% 1975
2019
Q1 		$13K Sell
491
-446,934
-100% -$10.1M ﹤0.01% 1975
2018
Q4 		$9.62M Sell
447,425
-22,878
-5% -$535K 0.24% 89
2018
Q3 		$11.3M Buy
470,303
+98,073
+26% +$2.31M 0.29% 93
2018
Q2 		$9.09M Buy
372,230
+330,638
+795% +$8.22M 0.3% 82
2018
Q1 		$1.01M Buy
41,592
+41,142
+9,143% +$1.01M 0.04% 229
2017
Q4 		$11K Buy
+450
New +$11.2K ﹤0.01% 849

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BCI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) stake by 64% in Q1 2026, selling an estimated $110K and leaving 2,828 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3565.

Carson Wealth (CWM LLC) first reported a position in BCI in Q4 2017 and has held it in 33 quarters since. The position peaked at $11.3M in Q3 2018. 206 funds tracked by Wall St. Rank hold BCI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,828 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $68.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,045 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q1 2026, an estimated $110K.
  • abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3565 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2017 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $11.3M in Q3 2018.
  • 206 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.