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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
Q2 		$21.8K Buy
1,928
+34
+2% +$408 ﹤0.01% 507
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SOA Wealth Advisors's BCX Position: Q2 2026 in Review

SOA Wealth Advisors increased its BlackRock Resources & Commodities Strategy Trust (BCX) stake by 1.8% in Q2 2026, buying an estimated $408 and bringing the position to 1,928 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

SOA Wealth Advisors first reported a position in BCX in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.8K in Q1 2026. 137 funds tracked by Wall St. Rank hold BCX as of Q2 2026.

  • SOA Wealth Advisors held 1,928 shares of BlackRock Resources & Commodities Strategy Trust worth $21.8K as of Q2 2026.
  • SOA Wealth Advisors bought 34 BlackRock Resources & Commodities Strategy Trust shares in Q2 2026, an estimated $408.
  • BlackRock Resources & Commodities Strategy Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #507 holding.
  • SOA Wealth Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $22.8K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.