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Curio Wealth’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Curio Wealth’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,532
Closed -$25.8K – 467
2025
Q3 		$25.8K Hold
2,532
– – 0.01% 146
2025
Q2 		$23.9K Buy
2,532
+2,531
+253,100% +$23K 0.01% 158
2025
Q1 		$28.3K Sell
1
-3,311
-100% -$30.1K 0.01% 158
2024
Q4 		$28.3K Buy
+3,312
New +$30.7K 0.02% 153

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Curio Wealth's BCX Position: Q4 2025 in Review

Curio Wealth sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q4 2025, closing a stake of 2,532 shares — an estimated $25.8K sold.

Curio Wealth first reported a position in BCX in Q4 2024 and held it in 4 quarters. The position peaked at $28.3K in Q1 2025. 126 funds tracked by Wall St. Rank hold BCX as of Q4 2025.

  • Curio Wealth reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q4 2025 after selling out during the quarter.
  • Curio Wealth sold 2,532 BlackRock Resources & Commodities Strategy Trust shares in Q4 2025, an estimated $25.8K.
  • Curio Wealth first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2024 and held it in 4 quarters.
  • Curio Wealth's BlackRock Resources & Commodities Strategy Trust position peaked at $28.3K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2025.

Based on Curio Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.