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Independence Wealth Advisors (Ohio)’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Independence Wealth Advisors (Ohio)’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
Q2 		$9.23M Buy
413,098
+208,502
+102% +$5.06M 4.63% 6
2026
Q1 		$4.97M Sell
204,596
-18,588
-8% -$407K 2.65% 8
2025
Q4 		$4.36M Buy
+223,184
New +$4.96M 2.45% 12

Other funds holding BCI

Wells Fargo
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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s BCI Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) stake by 102% in Q2 2026, buying an estimated $5.06M and bringing the position to 413,098 shares worth $9.23M. The position accounts for 4.63% of the portfolio, ranked #6.

Independence Wealth Advisors (Ohio) first reported a position in BCI in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold BCI as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 413,098 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $9.23M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 208,502 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2026, an estimated $5.06M.
  • abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up 4.63% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #6 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.