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

Whipplewood Advisors’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
-1,114
Closed -$23.1K – 385
2025
Q2 		$23.1K Sell
1,114
-10,706
-91% -$222K 0.01% 435
2025
Q1 		$27K Buy
11,820
+10,553
+833% +$220K 0.02% 396
2024
Q4 		$25K Buy
+1,267
New +$25.5K 0.01% 406

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Whipplewood Advisors's BCI Position: Q3 2025 in Review

Whipplewood Advisors sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q3 2025, closing a stake of 1,114 shares — an estimated $23.1K sold.

Whipplewood Advisors first reported a position in BCI in Q4 2024 and held it in 3 quarters. The position peaked at $27K in Q1 2025. 154 funds tracked by Wall St. Rank hold BCI as of Q3 2025.

  • Whipplewood Advisors reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 1,114 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q3 2025, an estimated $23.1K.
  • Whipplewood Advisors first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $27K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.