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CVA Family Office’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

CVA Family Office’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
2022
Q3 		– Sell
-4,705
Closed -$170K – 873
2022
Q2 		$170K Hold
4,705
– – 0.05% 180
2022
Q1 		$179K Buy
+4,705
New +$164K 0.04% 184

Other funds holding BCD

AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

CVA Family Office's BCD Position: Q3 2022 in Review

CVA Family Office sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q3 2022, closing a stake of 4,705 shares — an estimated $170K sold.

CVA Family Office first reported a position in BCD in Q1 2022 and held it in 2 quarters. The position peaked at $179K in Q1 2022. 49 funds tracked by Wall St. Rank hold BCD as of Q3 2022.

  • CVA Family Office reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q3 2022 after selling out during the quarter.
  • CVA Family Office sold 4,705 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q3 2022, an estimated $170K.
  • CVA Family Office first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2022 and held it in 2 quarters.
  • CVA Family Office's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $179K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q3 2022.

Based on CVA Family Office's 13F filing for Q3 2022, filed 22 Nov 2022.