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Nvest Financial’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Nvest Financial’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
Q3 		– Sell
-41,170
Closed -$1.49M – 48
2022
Q2 		$1.49M Buy
41,170
+1,398
+4% +$55.7K 1.56% 21
2022
Q1 		$1.51M Buy
+39,772
New +$1.39M 1.24% 29

Other funds holding BCD

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Nvest Financial's BCD Position: Q3 2022 in Review

Nvest Financial sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q3 2022, closing a stake of 41,170 shares — an estimated $1.49M sold.

Nvest Financial first reported a position in BCD in Q1 2022 and held it in 2 quarters. The position peaked at $1.51M in Q1 2022. 49 funds tracked by Wall St. Rank hold BCD as of Q3 2022.

  • Nvest Financial reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q3 2022 after selling out during the quarter.
  • Nvest Financial sold 41,170 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q3 2022, an estimated $1.49M.
  • Nvest Financial first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2022 and held it in 2 quarters.
  • Nvest Financial's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $1.51M in Q1 2022.
  • 49 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q3 2022.

Based on Nvest Financial's 13F filing for Q3 2022, filed 13 Oct 2022.