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

Congress 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
2025
Q2 		$2.52M Sell
75,959
-522
-0.7% -$17.2K 0.02% 518
2025
Q1 		$2.61M Sell
76,481
-2,460
-3% -$81.6K 0.03% 441
2024
Q4 		$2.47M Buy
78,941
+4,113
+5% +$132K 0.03% 380
2024
Q3 		$2.45M Buy
+74,828
New +$2.36M 0.03% 392

Other funds holding BCD

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Congress Wealth Management's BCD Position: Q2 2025 in Review

Congress Wealth Management reduced its abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) stake by 0.68% in Q2 2025, selling an estimated $17.2K and leaving 75,959 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #518.

Congress Wealth Management first reported a position in BCD in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.61M in Q1 2025. 77 funds tracked by Wall St. Rank hold BCD as of Q2 2025.

  • Congress Wealth Management held 75,959 shares of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF worth $2.52M as of Q2 2025.
  • Congress Wealth Management sold 522 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q2 2025, an estimated $17.2K.
  • abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #518 holding.
  • Congress Wealth Management first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $2.61M in Q1 2025.
  • 77 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.