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Valeo Financial Advisors’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Valeo Financial Advisors’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
2023
Q4 		– Sell
-9,208
Closed -$305K – 672
2023
Q3 		$305K Buy
+9,208
New +$307K 0.01% 455

Other funds holding BCD

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Valeo Financial Advisors's BCD Position: Q4 2023 in Review

Valeo Financial Advisors sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q4 2023, closing a stake of 9,208 shares — an estimated $305K sold.

Valeo Financial Advisors first reported a position in BCD in Q3 2023 and held it in 1 quarter. The position peaked at $305K in Q3 2023. 64 funds tracked by Wall St. Rank hold BCD as of Q4 2023.

  • Valeo Financial Advisors reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q4 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 9,208 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q4 2023, an estimated $305K.
  • Valeo Financial Advisors first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q3 2023 and held it in 1 quarter.
  • Valeo Financial Advisors's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $305K in Q3 2023.
  • 64 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.