Cherry Tree Wealth Management’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Cherry Tree Wealth Management’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
2023 Q3	–	Sell	-54	Closed	-$1.72K	–	589
2023 Q2	$1.72K	Buy	+54	New	+$1.75K	﹤0.01%	505

Other funds holding BCD

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

Cherry Tree Wealth Management's BCD Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q3 2023, closing a stake of 54 shares — an estimated $1.72K sold.

Cherry Tree Wealth Management first reported a position in BCD in Q2 2023 and held it in 1 quarter. The position peaked at $1.72K in Q2 2023. 66 funds tracked by Wall St. Rank hold BCD as of Q3 2023.

Cherry Tree Wealth Management reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q3 2023 after selling out during the quarter.
Cherry Tree Wealth Management sold 54 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q3 2023, an estimated $1.72K.
Cherry Tree Wealth Management first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q2 2023 and held it in 1 quarter.
Cherry Tree Wealth Management's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $1.72K in Q2 2023.
66 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.