WRPWM
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Werba Rubin Papier Wealth Management’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Werba Rubin Papier Wealth Management’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
Q3 		– Sell
-42,484
Closed -$882K – 243
2025
Q2 		$882K Buy
42,484
+5,488
+15% +$114K 0.17% 80
2025
Q1 		$794K Buy
36,996
+6,010
+19% +$125K 0.17% 78
2024
Q4 		$612K Buy
30,986
+801
+3% +$16.1K 0.14% 88
2024
Q3 		$617K Buy
30,185
+13,406
+80% +$264K 0.14% 89
2024
Q2 		$341K Buy
+16,779
New +$345K 0.09% 114

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Bank of America
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Northwestern Mutual Wealth Management
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Morgan Stanley
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NL
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Royal Bank of Canada
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AWC
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MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return