KAS
BCD icon

Kestra Advisory Services’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Kestra Advisory Services’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
-34,887
Closed -$1.21M – 2080
2022
Q4 		$1.21M Buy
34,887
+24,588
+239% +$879K 0.01% 969
2022
Q3 		$358K Sell
10,299
-8,043
-44% -$293K ﹤0.01% 1504
2022
Q2 		$662K Buy
+18,342
New +$731K 0.01% 1160

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

Kestra Advisory Services's BCD Position: Q1 2023 in Review

Kestra Advisory Services sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q1 2023, closing a stake of 34,887 shares — an estimated $1.21M sold.

Kestra Advisory Services first reported a position in BCD in Q2 2022 and held it in 3 quarters. The position peaked at $1.21M in Q4 2022. 57 funds tracked by Wall St. Rank hold BCD as of Q1 2023.

  • Kestra Advisory Services 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.
  • Kestra Advisory Services sold 34,887 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q1 2023, an estimated $1.21M.
  • Kestra Advisory Services first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q2 2022 and held it in 3 quarters.
  • Kestra Advisory Services's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $1.21M in Q4 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 Kestra Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.