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Worth Asset Management’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Worth Asset Management’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
2022
Q3 		– Sell
-370
Closed -$13K – 461
2022
Q2 		$13K Buy
+370
New +$14.8K 0.01% 332

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AA
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Worth Asset Management's BCD Position: Q3 2022 in Review

Worth Asset Management sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q3 2022, closing a stake of 370 shares — an estimated $13K sold.

Worth Asset Management first reported a position in BCD in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 49 funds tracked by Wall St. Rank hold BCD as of Q3 2022.

  • Worth Asset Management reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q3 2022 after selling out during the quarter.
  • Worth Asset Management sold 370 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q3 2022, an estimated $13K.
  • Worth Asset Management first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q2 2022 and held it in 1 quarter.
  • Worth Asset Management's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $13K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q3 2022.

Based on Worth Asset Management's 13F filing for Q3 2022, filed 7 Oct 2022.