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

PlanVest Financial’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 		$988 Hold
44
– – ﹤0.01% 542
2026
Q1 		$1.07K Buy
+44
New +$963 ﹤0.01% 512

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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

PlanVest Financial's BCI Position: Q2 2026 in Review

PlanVest Financial held its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) position steady in Q2 2026 at 44 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #542.

PlanVest Financial first reported a position in BCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07K in Q1 2026. 199 funds tracked by Wall St. Rank hold BCI as of Q2 2026.

  • PlanVest Financial held 44 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $988 as of Q2 2026.
  • PlanVest Financial left its abrdn Bloomberg All Commodity Strategy K-1 Free ETF share count unchanged in Q2 2026.
  • abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #542 holding.
  • PlanVest Financial first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $1.07K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2026.

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