Freedom Investment Management’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Freedom Investment Management’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
2024 Q3	–	Sell	-10,328	Closed	-$210K	–	767
2024 Q2	$210K	Buy	+10,328	New	+$213K	0.02%	707
2023 Q4	–	Sell	-9,806	Closed	-$207K	–	747
2023 Q3	$207K	Sell	9,806 -1,222	-11%	-$25.8K	0.03%	618
2023 Q2	$222K	Sell	11,028 -295	-3%	-$6.01K	0.02%	629
2023 Q1	$235K	Sell	11,323 -2,011	-15%	-$42.3K	0.03%	612
2022 Q4	$294K	Buy	13,334 +330	+3%	+$8.53K	0.03%	587
2022 Q3	$336K	Buy	13,004 +498	+4%	+$13.6K	0.04%	540
2022 Q2	$340K	Buy	+12,506	New	+$373K	0.04%	563
2022 Q1	–	Sell	-12,162	Closed	-$280K	–	791
2021 Q4	$280K	Buy	+12,162	New	+$335K	0.02%	700

Other funds holding BCI

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Freedom Investment Management's BCI Position: Q3 2024 in Review

Freedom Investment Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q3 2024, closing a stake of 10,328 shares — an estimated $210K sold.

Freedom Investment Management first reported a position in BCI in Q4 2021 and held it in 8 quarters. The position peaked at $340K in Q2 2022. 120 funds tracked by Wall St. Rank hold BCI as of Q3 2024.

Freedom Investment Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q3 2024 after selling out during the quarter.
Freedom Investment Management sold 10,328 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q3 2024, an estimated $210K.
Freedom Investment Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2021 and held it in 8 quarters.
Freedom Investment Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $340K in Q2 2022.
120 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.