Sowell Financial Services’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-13,980	Closed	-$462K	–	531
2023 Q3	$462K	Buy	13,980 +599	+4%	+$19.9K	0.03%	413
2023 Q2	$427K	Buy	13,381 +780	+6%	+$25.3K	0.02%	477
2023 Q1	$418K	Sell	12,601 -25,416	-67%	-$851K	0.03%	481
2022 Q4	$1.31M	Buy	+38,017	New	+$1.36M	0.09%	268
2021 Q2	–	Sell	-4,447	Closed	-$134K	–	738
2021 Q1	$134K	Sell	4,447 -435	-9%	-$11.7K	﹤0.01%	1242
2020 Q4	$124K	Hold	4,882	–	–	0.01%	1066
2020 Q3	$113K	Buy	4,882 +2,694	+123%	+$61.1K	0.01%	932
2020 Q2	$46K	Hold	2,188	–	–	﹤0.01%	1181
2020 Q1	$43K	Hold	2,188	–	–	﹤0.01%	1103
2019 Q4	$54K	Hold	2,188	–	–	﹤0.01%	1131
2019 Q3	$52K	Buy	+2,188	New	+$51.8K	﹤0.01%	978

Other funds holding BCD

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

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

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

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

IFG

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Sowell Financial Services's BCD Position: Q4 2023 in Review

Sowell Financial Services sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q4 2023, closing a stake of 13,980 shares — an estimated $462K sold.

Sowell Financial Services first reported a position in BCD in Q3 2019 and held it in 11 quarters. The position peaked at $1.31M in Q4 2022. 64 funds tracked by Wall St. Rank hold BCD as of Q4 2023.

Sowell Financial Services reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q4 2023 after selling out during the quarter.
Sowell Financial Services sold 13,980 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q4 2023, an estimated $462K.
Sowell Financial Services first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q3 2019 and held it in 11 quarters.
Sowell Financial Services's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $1.31M in Q4 2022.
64 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.