UAG
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United Advisor Group’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

United Advisor Group’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$531K Sell
20,520
-689
-3% -$17.1K 0.05% 340
2026
Q2 		$474K Buy
21,209
+346
+2% +$8.39K 0.05% 329
2026
Q1 		$507K Buy
20,863
+4,645
+29% +$102K 0.06% 284
2025
Q4 		$317K Sell
16,218
-159
-1% -$3.54K 0.04% 366
2025
Q3 		$353K Sell
16,377
-327
-2% -$6.87K 0.05% 329
2025
Q2 		$347K Buy
+16,704
New +$346K 0.06% 292

Other funds holding BCI

Metis Global Partners
Metis Global Partners San Diego, California $4.64B AUM 30.45% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
Payne Capital Management
Payne Capital Management New York $384M AUM 15.68% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

United Advisor Group's BCI Position: Q3 2026 in Review

United Advisor Group reduced its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) stake by 3.2% in Q3 2026, selling an estimated $17.1K and leaving 20,520 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #340.

United Advisor Group first reported a position in BCI in Q2 2025 and has held it in 6 quarters since. 218 funds tracked by Wall St. Rank hold BCI as of Q3 2026.

  • United Advisor Group held 20,520 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $531K as of Q3 2026.
  • United Advisor Group sold 689 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q3 2026, an estimated $17.1K.
  • abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #340 holding.
  • United Advisor Group first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2025 and has held it in 6 quarters since.
  • 218 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.