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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
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 $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

Cassady Wealth & Retirement Planning's BCI Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) stake by 30% in Q1 2026, buying an estimated $91K and bringing the position to 17,905 shares worth $453K. The position accounts for 0.23% of the portfolio, ranked #71.

Cassady Wealth & Retirement Planning first reported a position in BCI in Q4 2025 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold BCI as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 17,905 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $453K as of Q1 2026.
  • Cassady Wealth & Retirement Planning bought 4,157 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q1 2026, an estimated $91K.
  • abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up 0.23% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #71 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 2 quarters since.
  • 206 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.