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Cassady Wealth & Retirement Planning’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Cassady Wealth & Retirement Planning’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
Q2 		$373K Sell
16,684
-1,221
-7% -$29.6K 0.17% 77
2026
Q1 		$453K Buy
17,905
+4,157
+30% +$91K 0.23% 71
2025
Q4 		$268K Buy
+13,748
New +$306K 0.18% 84

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
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Cassady Wealth & Retirement Planning's BCI Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) stake by 6.8% in Q2 2026, selling an estimated $29.6K and leaving 16,684 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #77.

Cassady Wealth & Retirement Planning first reported a position in BCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $453K in Q1 2026. 211 funds tracked by Wall St. Rank hold BCI as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 16,684 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $373K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 1,221 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2026, an estimated $29.6K.
  • abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up 0.17% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #77 holding.
  • Cassady Wealth & Retirement Planning first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $453K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.