SOA Wealth Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

SOA Wealth Advisors’s Portfolio BCX Stock Details BCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.8K	Buy	1,894 +31	+2%	+$382	﹤0.01%	481
2025 Q4	$20.5K	Buy	1,863 +37	+2%	+$380	﹤0.01%	500
2025 Q3	$18.6K	Buy	1,826 +37	+2%	+$363	﹤0.01%	526
2025 Q2	$16.9K	Buy	1,789 +14	+0.8%	+$127	﹤0.01%	534
2025 Q1	$16.6K	Hold	1,775	–	–	﹤0.01%	499
2024 Q4	$15.2K	Buy	1,775 +9	+0.5%	+$83	﹤0.01%	497
2024 Q3	$17K	Buy	1,766 +29	+2%	+$267	﹤0.01%	472
2024 Q2	$16K	Buy	1,737 +29	+2%	+$268	﹤0.01%	473
2024 Q1	$15.5K	Buy	1,708 +30	+2%	+$259	﹤0.01%	476
2023 Q4	$14.9K	Buy	1,678 +38	+2%	+$335	﹤0.01%	474
2023 Q3	$15.1K	Hold	1,640	–	–	﹤0.01%	467
2023 Q2	$14.9K	Hold	1,640	–	–	﹤0.01%	477
2023 Q1	$15.6K	Hold	1,640	–	–	﹤0.01%	467
2022 Q4	$16.4K	Hold	1,640	–	–	﹤0.01%	441
2022 Q3	$14K	Hold	1,640	–	–	﹤0.01%	449
2022 Q2	$14K	Hold	1,640	–	–	﹤0.01%	439
2022 Q1	$18K	Hold	1,640	–	–	﹤0.01%	482
2021 Q4	$15K	Hold	1,640	–	–	﹤0.01%	492
2021 Q3	$14K	Hold	1,640	–	–	﹤0.01%	515
2021 Q2	$15K	Hold	1,640	–	–	﹤0.01%	498
2021 Q1	$14K	Hold	1,640	–	–	﹤0.01%	454
2020 Q4	$13K	Buy	+1,640	New	+$10.7K	﹤0.01%	464

Other funds holding BCX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SOA Wealth Advisors's BCX Position: Q1 2026 in Review

SOA Wealth Advisors increased its BlackRock Resources & Commodities Strategy Trust (BCX) stake by 1.7% in Q1 2026, buying an estimated $382 and bringing the position to 1,894 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

SOA Wealth Advisors first reported a position in BCX in Q4 2020 and has held it in 22 quarters since. 135 funds tracked by Wall St. Rank hold BCX as of Q1 2026.

SOA Wealth Advisors held 1,894 shares of BlackRock Resources & Commodities Strategy Trust worth $22.8K as of Q1 2026.
SOA Wealth Advisors bought 31 BlackRock Resources & Commodities Strategy Trust shares in Q1 2026, an estimated $382.
BlackRock Resources & Commodities Strategy Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #481 holding.
SOA Wealth Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2020 and has held it in 22 quarters since.
135 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.