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

Congress 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
2025
Q1 		– Sell
-12,989
Closed -$257K – 1071
2024
Q4 		$257K Buy
+12,989
New +$262K ﹤0.01% 798
2024
Q3 		– Sell
-69,907
Closed -$1.42M – 840
2024
Q2 		$1.42M Buy
69,907
+4,628
+7% +$95.3K 0.02% 390
2024
Q1 		$1.29M Sell
65,279
-2,224
-3% -$42.9K 0.02% 356
2023
Q4 		$1.31M Buy
67,503
+8,132
+14% +$167K 0.02% 363
2023
Q3 		$1.25M Sell
59,371
-3,851
-6% -$81.4K 0.03% 350
2023
Q2 		$1.27M Sell
63,222
-26,009
-29% -$530K 0.03% 314
2023
Q1 		$1.85M Buy
89,231
+9,333
+12% +$196K 0.04% 273
2022
Q4 		$1.76M Buy
79,898
+564
+0.7% +$14.6K 0.05% 277
2022
Q3 		$2.05M Buy
79,334
+665
+0.8% +$18.2K 0.06% 270
2022
Q2 		$2.14M Sell
78,669
-6,101
-7% -$182K 0.05% 273
2022
Q1 		$2.44M Sell
84,770
-35,545
-30% -$936K 0.05% 279
2021
Q4 		$2.77M Buy
+120,315
New +$3.31M 0.06% 281

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Congress Wealth Management's BCI Position: Q1 2025 in Review

Congress Wealth Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q1 2025, closing a stake of 12,989 shares — an estimated $257K sold.

Congress Wealth Management first reported a position in BCI in Q4 2021 and held it in 12 quarters. The position peaked at $2.77M in Q4 2021. 145 funds tracked by Wall St. Rank hold BCI as of Q1 2025.

  • Congress Wealth Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 12,989 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q1 2025, an estimated $257K.
  • Congress Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2021 and held it in 12 quarters.
  • Congress Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $2.77M in Q4 2021.
  • 145 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.