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Liberty Wealth Management’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-91
Closed -$3K – 259
2021
Q3 		$3K Buy
+91
New +$2.85K ﹤0.01% 1007

Other funds holding BCD

AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
NWM
Nauset Wealth Management Westport, Connecticut $126M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Liberty Wealth Management's BCD Position: Q4 2021 in Review

Liberty Wealth Management sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q4 2021, closing a stake of 91 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in BCD in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 21 funds tracked by Wall St. Rank hold BCD as of Q4 2021.

  • Liberty Wealth Management reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 91 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q4 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $3K in Q3 2021.
  • 21 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.