Upper Left Wealth Management’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Upper Left Wealth Management’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 Q2	$7.93M	Sell	355,096 -14,757	-4%	-$358K	4.4%	3
2026 Q1	$8.98M	Buy	369,853 +52,584	+17%	+$1.15M	5.3%	3
2025 Q4	$6.2M	Buy	317,269 +15,420	+5%	+$343K	3.78%	5
2025 Q3	$6.5M	Buy	301,849 +5,263	+2%	+$111K	4.08%	3
2025 Q2	$6.16M	Buy	296,586 +12,766	+4%	+$265K	4.11%	3
2025 Q1	$6.09M	Buy	283,820 +11,052	+4%	+$231K	4.37%	3
2024 Q4	$5.39M	Buy	272,768 +12,536	+5%	+$253K	4.61%	3
2024 Q3	$5.08M	Buy	260,232 +12,725	+5%	+$251K	4.44%	3
2024 Q2	$5.03M	Buy	247,507 +7,847	+3%	+$162K	4.55%	3
2024 Q1	$4.74M	Buy	239,660 +72,826	+44%	+$1.41M	4.39%	3
2023 Q4	$3.23M	Sell	166,834 -40,568	-20%	-$835K	3.16%	14
2023 Q3	$4.38M	Buy	207,402 +113,090	+120%	+$2.39M	4.55%	4
2023 Q2	$1.9M	Buy	+94,312	New	+$1.92M	2.11%	20

Other funds holding BCI

LLI

LTS Liquid Investments Nassau $187M AUM

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PEWA

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

Upper Left Wealth Management's BCI Position: Q2 2026 in Review

Upper Left Wealth Management reduced its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) stake by 4% in Q2 2026, selling an estimated $358K and leaving 355,096 shares worth $7.93M. The position accounts for 4.4% of the portfolio, ranked #3.

Upper Left Wealth Management first reported a position in BCI in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.98M in Q1 2026. 26 funds tracked by Wall St. Rank hold BCI as of Q2 2026.

Upper Left Wealth Management held 355,096 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $7.93M as of Q2 2026.
Upper Left Wealth Management sold 14,757 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2026, an estimated $358K.
abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up 4.4% of Upper Left Wealth Management's portfolio in Q2 2026, its #3 holding.
Upper Left Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2023 and has held it in 13 quarters since.
Upper Left Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $8.98M in Q1 2026.
26 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.