Sheets Smith Wealth Management’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Sheets Smith Wealth Management’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	$269K	Hold	7,867	–	–	0.03%	362
2026 Q1	$281K	Sell	7,867 -885	-10%	-$30K	0.03%	351
2025 Q4	$271K	Hold	8,752	–	–	0.03%	363
2025 Q3	$301K	Hold	8,752	–	–	0.03%	344
2025 Q2	$290K	Sell	8,752 -1,925	-18%	-$63.5K	0.03%	348
2025 Q1	$364K	Sell	10,677 -38	-0.4%	-$1.26K	0.05%	286
2024 Q4	$336K	Sell	10,715 -4,710	-31%	-$152K	0.04%	307
2024 Q3	$504K	Hold	15,425	–	–	0.06%	251
2024 Q2	$500K	Hold	15,425	–	–	0.06%	239
2024 Q1	$487K	Buy	15,425 +225	+1%	+$6.87K	0.05%	244
2023 Q4	$465K	Buy	+15,200	New	+$493K	0.07%	225

Other funds holding BCD

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return