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

VERITY Wealth 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 Q2	–	Sell	-6,118	Closed	-$203K	–	72
2023 Q1	$203K	Hold	6,118	–	–	0.19%	70
2022 Q4	$212K	Sell	6,118 -182	-3%	-$6.5K	0.21%	67
2022 Q3	$219K	Hold	6,300	–	–	0.22%	63
2022 Q2	$227K	Buy	+6,300	New	+$251K	0.22%	64

Other funds holding BCD

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

VERITY Wealth Advisors's BCD Position: Q2 2023 in Review

VERITY Wealth Advisors sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q2 2023, closing a stake of 6,118 shares — an estimated $203K sold.

VERITY Wealth Advisors first reported a position in BCD in Q2 2022 and held it in 4 quarters. The position peaked at $227K in Q2 2022. 60 funds tracked by Wall St. Rank hold BCD as of Q2 2023.

VERITY Wealth Advisors reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q2 2023 after selling out during the quarter.
VERITY Wealth Advisors sold 6,118 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q2 2023, an estimated $203K.
VERITY Wealth Advisors first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q2 2022 and held it in 4 quarters.
VERITY Wealth Advisors's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $227K in Q2 2022.
60 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q2 2023.

Based on VERITY Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.