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

PlanVest 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
2026
Q2 		$59.3K Buy
1,737
+20
+1% +$729 0.04% 202
2026
Q1 		$61.4K Buy
+1,717
New +$58.2K 0.05% 187

Other funds holding BCD

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 1-Year Est. Return

PlanVest Financial's BCD Position: Q2 2026 in Review

PlanVest Financial increased its abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) stake by 1.2% in Q2 2026, buying an estimated $729 and bringing the position to 1,737 shares worth $59.3K. The position accounts for 0.04% of the portfolio, ranked #202.

PlanVest Financial first reported a position in BCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $61.4K in Q1 2026. 82 funds tracked by Wall St. Rank hold BCD as of Q2 2026.

  • PlanVest Financial held 1,737 shares of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF worth $59.3K as of Q2 2026.
  • PlanVest Financial bought 20 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q2 2026, an estimated $729.
  • abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #202 holding.
  • PlanVest Financial first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $61.4K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.