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

Valley Financial Group’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
2024
Q1 		– Sell
-9,955
Closed -$305K – 56
2023
Q4 		$305K Buy
+9,955
New +$323K 0.24% 45

Other funds holding BCD

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Valley Financial Group's BCD Position: Q1 2024 in Review

Valley Financial Group sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q1 2024, closing a stake of 9,955 shares — an estimated $305K sold.

Valley Financial Group first reported a position in BCD in Q4 2023 and held it in 1 quarter. The position peaked at $305K in Q4 2023. 59 funds tracked by Wall St. Rank hold BCD as of Q1 2024.

  • Valley Financial Group reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q1 2024 after selling out during the quarter.
  • Valley Financial Group sold 9,955 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q1 2024, an estimated $305K.
  • Valley Financial Group first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q4 2023 and held it in 1 quarter.
  • Valley Financial Group's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $305K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q1 2024.

Based on Valley Financial Group's 13F filing for Q1 2024, filed 15 May 2024.