SWGC
BCD icon

Summit Wealth Group (Colorado)’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-2,088
Closed -$259K – 286
2025
Q3 		$259K Buy
+2,088
New +$70K 0.04% 217

Other funds holding BCD

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BCD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q4 2025, closing a stake of 2,088 shares — an estimated $259K sold.

Summit Wealth Group (Colorado) first reported a position in BCD in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 73 funds tracked by Wall St. Rank hold BCD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,088 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q4 2025, an estimated $259K.
  • Summit Wealth Group (Colorado) first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $259K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.