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

Williams Financial’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
-392,307
Closed -$8.42M – 11
2025
Q1 		$8.42M Buy
+392,307
New +$8.19M 5.88% 7

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MGP
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Williams Financial's BCI Position: Q2 2025 in Review

Williams Financial sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q2 2025, closing a stake of 392,307 shares — an estimated $8.42M sold.

Williams Financial first reported a position in BCI in Q1 2025 and held it in 1 quarter. The position peaked at $8.42M in Q1 2025. 146 funds tracked by Wall St. Rank hold BCI as of Q2 2025.

  • Williams Financial reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q2 2025 after selling out during the quarter.
  • Williams Financial sold 392,307 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2025, an estimated $8.42M.
  • Williams Financial first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q1 2025 and held it in 1 quarter.
  • Williams Financial's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $8.42M 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 Williams Financial's 13F filing for Q2 2025, filed 11 Jul 2025.