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

WealthPLAN Partners’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
2023 Q3	–	Sell	-12	Closed	-$242	–	381
2023 Q2	$242	Buy	12 +1	+9%	+$20	﹤0.01%	1208
2023 Q1	$229	Buy	+11	New	+$231	﹤0.01%	1274
2018 Q4	–	Sell	-10,604	Closed	-$247K	–	256
2018 Q3	$247K	Sell	10,604 -7,497	-41%	-$176K	0.05%	207
2018 Q2	$442K	Sell	18,101 -392	-2%	-$9.75K	0.09%	150
2018 Q1	$450K	Buy	+18,493	New	+$454K	0.1%	149

Other funds holding BCI

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return