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

Cherry Tree Wealth Management’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 		– Sell
-178
Closed -$3.48K – 586
2025
Q4 		$3.48K Buy
+178
New +$3.96K ﹤0.01% 506

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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Cherry Tree Wealth Management's BCI Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q1 2026, closing a stake of 178 shares — an estimated $3.48K sold.

Cherry Tree Wealth Management first reported a position in BCI in Q4 2025 and held it in 1 quarter. The position peaked at $3.48K in Q4 2025. 208 funds tracked by Wall St. Rank hold BCI as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 178 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q1 2026, an estimated $3.48K.
  • Cherry Tree Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $3.48K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.