EWA
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Exencial Wealth Advisors’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Exencial Wealth Advisors’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
2026
Q1 		$854K Buy
35,172
+6,933
+25% +$152K 0.03% 318
2025
Q4 		$552K Sell
28,239
-2,545
-8% -$56.6K 0.02% 373
2025
Q3 		$663K Buy
30,784
+2,236
+8% +$46.9K 0.02% 336
2025
Q2 		$593K Sell
28,548
-6,614
-19% -$137K 0.02% 347
2025
Q1 		$755K Buy
35,162
+1,466
+4% +$30.6K 0.03% 321
2024
Q4 		$665K Buy
33,696
+1,147
+4% +$23.1K 0.02% 334
2024
Q3 		$665K Sell
32,549
-1,770
-5% -$34.9K 0.02% 321
2024
Q2 		$698K Sell
34,319
-2,426
-7% -$49.9K 0.03% 311
2024
Q1 		$726K Buy
36,745
+25,517
+227% +$493K 0.03% 307
2023
Q4 		$217K Buy
+11,228
New +$231K 0.01% 460

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return