Independent Financial Group’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Independent Financial Group’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
2023 Q2	–	Sell	-9,752	Closed	-$203K	–	882
2023 Q1	$203K	Hold	9,752	–	–	0.02%	770
2022 Q4	$215K	Hold	9,752	–	–	0.02%	694
2022 Q3	$252K	Buy	9,752 +261	+3%	+$7.13K	0.02%	590
2022 Q2	$258K	Buy	9,491 +396	+4%	+$11.8K	0.03%	550
2022 Q1	$261K	Hold	9,095	–	–	0.02%	647
2021 Q4	$209K	Hold	9,095	–	–	0.02%	717
2021 Q3	$255K	Buy	+9,095	New	+$242K	0.03%	582

Other funds holding BCI

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

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

MGP

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Independent Financial Group's BCI Position: Q2 2023 in Review

Independent Financial Group sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q2 2023, closing a stake of 9,752 shares — an estimated $203K sold.

Independent Financial Group first reported a position in BCI in Q3 2021 and held it in 7 quarters. The position peaked at $261K in Q1 2022. 107 funds tracked by Wall St. Rank hold BCI as of Q2 2023.

Independent Financial Group reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q2 2023 after selling out during the quarter.
Independent Financial Group sold 9,752 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2023, an estimated $203K.
Independent Financial Group first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q3 2021 and held it in 7 quarters.
Independent Financial Group's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $261K in Q1 2022.
107 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.