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Sigma Planning Corp’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Sigma Planning Corp’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
2023
Q1 		– Sell
-8,796
Closed -$304K – 1300
2022
Q4 		$304K Sell
8,796
-10,707
-55% -$383K 0.01% 963
2022
Q3 		$678K Buy
19,503
+1,802
+10% +$65.7K 0.03% 607
2022
Q2 		$639K Buy
17,701
+330
+2% +$13.2K 0.02% 651
2022
Q1 		$662K Buy
+17,371
New +$607K 0.02% 720

Other funds holding BCD

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Sigma Planning Corp's BCD Position: Q1 2023 in Review

Sigma Planning Corp sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q1 2023, closing a stake of 8,796 shares — an estimated $304K sold.

Sigma Planning Corp first reported a position in BCD in Q1 2022 and held it in 4 quarters. The position peaked at $678K in Q3 2022. 57 funds tracked by Wall St. Rank hold BCD as of Q1 2023.

  • Sigma Planning Corp reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 8,796 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q1 2023, an estimated $304K.
  • Sigma Planning Corp first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q1 2022 and held it in 4 quarters.
  • Sigma Planning Corp's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $678K in Q3 2022.
  • 57 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.