MGWM
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Marks Group Wealth Management’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Marks Group 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
2025
Q2 		– Sell
-50,315
Closed -$1.08M – 295
2025
Q1 		$1.08M Buy
+50,315
New +$1.05M 0.1% 177

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Marks Group Wealth Management's BCI Position: Q2 2025 in Review

Marks Group Wealth Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q2 2025, closing a stake of 50,315 shares — an estimated $1.08M sold.

Marks Group Wealth Management first reported a position in BCI in Q1 2025 and held it in 1 quarter. The position peaked at $1.08M in Q1 2025. 146 funds tracked by Wall St. Rank hold BCI as of Q2 2025.

  • Marks Group Wealth Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 50,315 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2025, an estimated $1.08M.
  • Marks Group Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $1.08M in Q1 2025.
  • 146 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.