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

Wealth Group’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
2025 Q2	–	Sell	-14,542	Closed	-$312K	–	101
2025 Q1	$312K	Sell	14,542 -389	-3%	-$8.12K	0.2%	106
2024 Q4	$295K	Buy	14,931 +1,086	+8%	+$21.9K	0.19%	122
2024 Q3	$283K	Buy	13,845 +1,287	+10%	+$25.4K	0.19%	119
2024 Q2	$255K	Buy	12,558 +2,462	+24%	+$50.7K	0.18%	126
2024 Q1	$200K	Buy	+10,096	New	+$195K	0.15%	147

Other funds holding BCI

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Wealth Group's BCI Position: Q2 2025 in Review

Wealth Group sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q2 2025, closing a stake of 14,542 shares — an estimated $312K sold.

Wealth Group first reported a position in BCI in Q1 2024 and held it in 5 quarters. The position peaked at $312K in Q1 2025. 146 funds tracked by Wall St. Rank hold BCI as of Q2 2025.

Wealth Group reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q2 2025 after selling out during the quarter.
Wealth Group sold 14,542 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2025, an estimated $312K.
Wealth Group first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q1 2024 and held it in 5 quarters.
Wealth Group's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $312K in Q1 2025.
146 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.