Sharkey, Howes & Javer’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Sharkey, Howes & Javer’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 Q4	–	Sell	-43,558	Closed	-$1.51M	–	97
2022 Q3	$1.51M	Sell	43,558 -12,974	-23%	-$473K	0.33%	46
2022 Q2	$2.04M	Sell	56,532 -2,898	-5%	-$116K	0.49%	34
2022 Q1	$2.26M	Buy	+59,430	New	+$2.08M	0.52%	30

Other funds holding BCD

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sharkey, Howes & Javer's BCD Position: Q4 2022 in Review

Sharkey, Howes & Javer sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q4 2022, closing a stake of 43,558 shares — an estimated $1.51M sold.

Sharkey, Howes & Javer first reported a position in BCD in Q1 2022 and held it in 3 quarters. The position peaked at $2.26M in Q1 2022. 59 funds tracked by Wall St. Rank hold BCD as of Q4 2022.

Sharkey, Howes & Javer reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q4 2022 after selling out during the quarter.
Sharkey, Howes & Javer sold 43,558 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q4 2022, an estimated $1.51M.
Sharkey, Howes & Javer first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2022 and held it in 3 quarters.
Sharkey, Howes & Javer's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $2.26M in Q1 2022.
59 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q4 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2022, filed 30 Jan 2023.