Braun-Bostich & Associates Inc. BCI — ABRDN ETFS

Ownership history in Braun-Bostich & Associates Inc.  ·  14 quarters on record

AI Ownership Summary

Braun-Bostich & Associates Inc. reported ABRDN ETFS (BCI) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.79% in 2023 Q4. The latest visible filing shows BCI at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Braun-Bostich & Associates Inc.'s position in ABRDN ETFS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BCI was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BCI stock page Braun-Bostich & Associates Inc. fund profile Braun-Bostich & Associates Inc. full holdings
How Braun-Bostich & Associates Inc. held BCI — position size vs. price
% of Fund (quarterly)    BCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 8,544 -1,075 -11.2% 0.13% $208K 2026-04-15 $23.94
2025 Q3 REDUCED — — — 9,619 -219 -2.2% 0.13% $207K 2025-11-03 $19.20
2025 Q1 REDUCED 10.2% -3.2% ✅ 9,838 -1,118 -10.2% 0.16% $211K 2025-04-15 $17.54
2024 Q4 REDUCED 13.4% +8.7% ❌ 10,956 -1,698 -13.4% 0.16% $216K 2025-01-17 $17.79
2024 Q3 REDUCED 70.8% -0.2% ✅ 12,654 -30,713 -70.8% 0.18% $259K 2024-10-15 $16.74
2024 Q2 ADDED — — — 43,367 +1,383 +3.3% 0.66% $882K 2024-08-13 $16.08
2024 Q1 REDUCED 7.3% +3.4% ❌ 41,984 -3,317 -7.3% 0.69% $830K 2024-04-29 $17.13
2023 Q4 ADDED — — — 45,301 +2,546 +6.0% 0.79% $877K 2024-01-29 $16.07
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BCI

As of 2026 Q1 — sorted by position size

LTS Liquid Investments LLC 7.27% Abundance Wealth Counselors 3Y 7Y 5.54% Upper Left Wealth Management, LLC 3Y 5.3% Financial & Tax Architects, LLC 3Y 5.1% S. R. Schill & Associates 3Y 7Y 4.23% Investment Research Partners LLC 3.28% RETIREMENT FINANCIAL SOLUTIONS, LLC 3Y 3.12% INVESTED ADVISORS 2.94% Independence Wealth Advisors, LLC 2.65% RS CRUM INC. 3Y 1.86%

FAQ About Braun-Bostich & Associates Inc. and BCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Braun-Bostich & Associates Inc. reported owning BCI?

Braun-Bostich & Associates Inc. reported BCI across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BCI position in Braun-Bostich & Associates Inc.'s portfolio?

The largest reported portfolio weight for BCI was 0.79% in 2023 Q4.

What is the latest reported BCI position on this page?

The most recent filing on this page is 2026 Q1, when Braun-Bostich & Associates Inc. reported 8,544 shares, equal to 0.13% of portfolio, with an estimated market value of $208K.

What does the chart on this BCI ownership page compare?

The chart compares Braun-Bostich & Associates Inc.'s quarterly BCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Braun-Bostich & Associates Inc. time their BCI position?

Based on 13F filing dates vs. subsequent BCI price moves, Braun-Bostich & Associates Inc. correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on BCI relative to SPY over the holding period was -10.2%.

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