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 Q3	$356K	Sell	13,746 -341,350	-96%	-$8.48M	0.18%	57
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

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Upper Left Wealth Management's BCI Position: Q3 2026 in Review

Upper Left Wealth Management reduced its abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) stake by 96% in Q3 2026, selling an estimated $8.48M and leaving 13,746 shares worth $356K. The position accounts for 0.18% of the portfolio, ranked #57.

Upper Left Wealth Management first reported a position in BCI in Q2 2023 and has held it in 14 quarters since. The position peaked at $8.98M in Q1 2026. 46 funds tracked by Wall St. Rank hold BCI as of Q3 2026.

Upper Left Wealth Management held 13,746 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF worth $356K as of Q3 2026.
Upper Left Wealth Management sold 341,350 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q3 2026, an estimated $8.48M.
abrdn Bloomberg All Commodity Strategy K-1 Free ETF made up 0.18% of Upper Left Wealth Management's portfolio in Q3 2026, its #57 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 14 quarters since.
Upper Left Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $8.98M in Q1 2026.
46 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.