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Kovack Advisors’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Kovack Advisors’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
2022
Q4 		– Sell
-37,176
Closed -$1.29M – 580
2022
Q3 		$1.29M Sell
37,176
-60,074
-62% -$2.19M 0.19% 118
2022
Q2 		$3.51M Buy
97,250
+64,244
+195% +$2.56M 0.46% 37
2022
Q1 		$1.26M Buy
+33,006
New +$1.15M 0.13% 167

Other funds holding BCD

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovack Advisors's BCD Position: Q4 2022 in Review

Kovack Advisors sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q4 2022, closing a stake of 37,176 shares — an estimated $1.29M sold.

Kovack Advisors first reported a position in BCD in Q1 2022 and held it in 3 quarters. The position peaked at $3.51M in Q2 2022. 59 funds tracked by Wall St. Rank hold BCD as of Q4 2022.

  • Kovack Advisors reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q4 2022 after selling out during the quarter.
  • Kovack Advisors sold 37,176 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q4 2022, an estimated $1.29M.
  • Kovack Advisors first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2022 and held it in 3 quarters.
  • Kovack Advisors's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $3.51M in Q2 2022.
  • 59 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q4 2022.

Based on Kovack Advisors's 13F filing for Q4 2022, filed 22 Feb 2023.