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

Modern 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
Q1 		– Sell
-12,301
Closed -$238K – 299
2023
Q4 		$238K Buy
+12,301
New +$253K 0.03% 167

Other funds holding BCI

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Modern Wealth Management's BCI Position: Q1 2024 in Review

Modern Wealth Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q1 2024, closing a stake of 12,301 shares — an estimated $238K sold.

Modern Wealth Management first reported a position in BCI in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 123 funds tracked by Wall St. Rank hold BCI as of Q1 2024.

  • Modern Wealth Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q1 2024 after selling out during the quarter.
  • Modern Wealth Management sold 12,301 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q1 2024, an estimated $238K.
  • Modern Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2023 and held it in 1 quarter.
  • Modern Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $238K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q1 2024.

Based on Modern Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.