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

USAdvisors 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
2022
Q4 		– Sell
-32,268
Closed -$833K – 111
2022
Q3 		$833K Sell
32,268
-293
-0.9% -$8K 0.43% 58
2022
Q2 		$884K Buy
+32,561
New +$972K 0.44% 53

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

USAdvisors Wealth Management's BCI Position: Q4 2022 in Review

USAdvisors Wealth Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q4 2022, closing a stake of 32,268 shares — an estimated $833K sold.

USAdvisors Wealth Management first reported a position in BCI in Q2 2022 and held it in 2 quarters. The position peaked at $884K in Q2 2022. 124 funds tracked by Wall St. Rank hold BCI as of Q4 2022.

  • USAdvisors Wealth Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q4 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 32,268 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q4 2022, an estimated $833K.
  • USAdvisors Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2022 and held it in 2 quarters.
  • USAdvisors Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $884K in Q2 2022.
  • 124 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q4 2022.

Based on USAdvisors Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.