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Mount Yale Investment Advisors’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Mount Yale Investment Advisors’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
2026
Q2 		$4.61M Buy
206,367
+37,448
+22% +$908K 0.09% 236
2026
Q1 		$4.1M Buy
168,919
+25,020
+17% +$547K 0.1% 216
2025
Q4 		$2.81M Buy
143,899
+68,563
+91% +$1.52M 0.14% 154
2025
Q3 		$1.62M Buy
75,336
+62,811
+501% +$1.32M 0.11% 197
2025
Q2 		$260K Buy
+12,525
New +$260K 0.02% 496

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Mount Yale Investment Advisors's BCI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) stake by 22% in Q2 2026, buying an estimated $908K and bringing the position to 206,367 shares worth $4.61M. The position accounts for 0.09% of the portfolio, ranked #236.

Mount Yale Investment Advisors first reported a position in BCI in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold BCI as of Q2 2026.

  • Mount Yale Investment Advisors held 206,367 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $4.61M as of Q2 2026.
  • Mount Yale Investment Advisors bought 37,448 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2026, an estimated $908K.
  • abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up 0.09% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #236 holding.
  • Mount Yale Investment Advisors first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2025 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.