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

Nauset 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
2022
Q1 		$6.73M Buy
176,526
+30,431
+21% +$1.06M 5.35% 5
2021
Q4 		$4.49M Buy
+146,095
New +$4.84M 4.28% 9

Other funds holding BCD

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Nauset Wealth Management's BCD Position: Q1 2022 in Review

Nauset Wealth Management increased its abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) stake by 21% in Q1 2022, buying an estimated $1.06M and bringing the position to 176,526 shares worth $6.73M. The position accounts for 5.35% of the portfolio, ranked #5.

Nauset Wealth Management first reported a position in BCD in Q4 2021 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold BCD as of Q1 2022.

  • Nauset Wealth Management held 176,526 shares of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF worth $6.73M as of Q1 2022.
  • Nauset Wealth Management bought 30,431 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q1 2022, an estimated $1.06M.
  • abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF made up 5.35% of Nauset Wealth Management's portfolio in Q1 2022, its #5 holding.
  • Nauset Wealth Management first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q4 2021 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.