NFG
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Next Financial Group’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-17
Closed – – 2862
2021
Q3 		$0 Buy
+17
New +$453 ﹤0.01% 2744

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Next Financial Group's BCI Position: Q4 2021 in Review

Next Financial Group sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q4 2021, closing a stake of 17 shares.

Next Financial Group first reported a position in BCI in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 91 funds tracked by Wall St. Rank hold BCI as of Q4 2021.

  • Next Financial Group reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 17 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q4 2021.
  • Next Financial Group first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q3 2021 and held it in 1 quarter.
  • Next Financial Group's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $0 in Q3 2021.
  • 91 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.