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WMS Partners’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

WMS Partners’s Portfolio BCD Stock Details BCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$313K – 35
2024
Q4 		$313K Hold
10,000
– – 0.02% 239
2024
Q3 		$327K Buy
+10,000
New +$316K 0.02% 219

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

WMS Partners's BCD Position: Q1 2025 in Review

WMS Partners sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q1 2025, closing a stake of 10,000 shares — an estimated $313K sold.

WMS Partners first reported a position in BCD in Q3 2024 and held it in 2 quarters. The position peaked at $327K in Q3 2024. 70 funds tracked by Wall St. Rank hold BCD as of Q1 2025.

  • WMS Partners reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 10,000 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q1 2025, an estimated $313K.
  • WMS Partners first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q3 2024 and held it in 2 quarters.
  • WMS Partners's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $327K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.