Institute for Wealth Management’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Institute for Wealth 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 Q4	–	Sell	-12,179	Closed	-$249K	–	514
2024 Q3	$249K	Hold	12,179	–	–	0.03%	466
2024 Q2	$248K	Hold	12,179	–	–	0.03%	435
2024 Q1	$241K	Sell	12,179 -243	-2%	-$4.69K	0.03%	439
2023 Q4	$240K	Buy	+12,422	New	+$256K	0.04%	421

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

GLA

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

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

Institute for Wealth Management's BCI Position: Q4 2024 in Review

Institute for Wealth Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q4 2024, closing a stake of 12,179 shares — an estimated $249K sold.

Institute for Wealth Management first reported a position in BCI in Q4 2023 and held it in 4 quarters. The position peaked at $249K in Q3 2024. 140 funds tracked by Wall St. Rank hold BCI as of Q4 2024.

Institute for Wealth Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 12,179 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q4 2024, an estimated $249K.
Institute for Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2023 and held it in 4 quarters.
Institute for Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $249K in Q3 2024.
140 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.