CFO
BCI icon

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

CVA Family Office’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
2022
Q3 		– Sell
-6,165
Closed -$167K – 874
2022
Q2 		$167K Hold
6,165
– – 0.05% 182
2022
Q1 		$177K Buy
+6,165
New +$162K 0.04% 187

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

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

CVA Family Office sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q3 2022, closing a stake of 6,165 shares — an estimated $167K sold.

CVA Family Office first reported a position in BCI in Q1 2022 and held it in 2 quarters. The position peaked at $177K in Q1 2022. 120 funds tracked by Wall St. Rank hold BCI as of Q3 2022.

  • CVA Family Office reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q3 2022 after selling out during the quarter.
  • CVA Family Office sold 6,165 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q3 2022, an estimated $167K.
  • CVA Family Office first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q1 2022 and held it in 2 quarters.
  • CVA Family Office's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $177K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q3 2022.

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