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Carter Financial Group’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Carter Financial Group’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
2025
Q3 		– Sell
-47,380
Closed -$984K – 117
2025
Q2 		$984K Buy
+47,380
New +$983K 0.64% 36
2022
Q1 		$1M Buy
+34,966
New +$921K 1.35% 12

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

Carter Financial Group's BCI Position: Q3 2025 in Review

Carter Financial Group sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q3 2025, closing a stake of 47,380 shares — an estimated $984K sold.

Carter Financial Group first reported a position in BCI in Q1 2022 and held it in 2 quarters. The position peaked at $1M in Q1 2022. 154 funds tracked by Wall St. Rank hold BCI as of Q3 2025.

  • Carter Financial Group reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q3 2025 after selling out during the quarter.
  • Carter Financial Group sold 47,380 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q3 2025, an estimated $984K.
  • Carter Financial Group first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q1 2022 and held it in 2 quarters.
  • Carter Financial Group's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $1M in Q1 2022.
  • 154 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q3 2025.

Based on Carter Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.