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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 $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return