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Fermata Advisors’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Fermata Advisors’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
2023
Q1 		– Sell
-7,227
Closed -$250K – 102
2022
Q4 		$250K Sell
7,227
-102,967
-93% -$3.68M 0.07% 122
2022
Q3 		$3.83M Buy
110,194
+24,696
+29% +$901K 1.25% 22
2022
Q2 		$3.09M Buy
85,498
+37,492
+78% +$1.5M 1.08% 26
2022
Q1 		$1.83M Buy
+48,006
New +$1.68M 0.69% 41

Other funds holding BCD

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Fermata Advisors's BCD Position: Q1 2023 in Review

Fermata Advisors sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q1 2023, closing a stake of 7,227 shares — an estimated $250K sold.

Fermata Advisors first reported a position in BCD in Q1 2022 and held it in 4 quarters. The position peaked at $3.83M in Q3 2022. 57 funds tracked by Wall St. Rank hold BCD as of Q1 2023.

  • Fermata Advisors reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q1 2023 after selling out during the quarter.
  • Fermata Advisors sold 7,227 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q1 2023, an estimated $250K.
  • Fermata Advisors first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2022 and held it in 4 quarters.
  • Fermata Advisors's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $3.83M in Q3 2022.
  • 57 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q1 2023.

Based on Fermata Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.