BCI — ABRDN ETFS

Ownership history in Crossmark Global Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. reported a position in ABRDN ETFS (BCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 44,615 -1,047 -2.3% 0.01% $959K $18.51
2025 Q2 REDUCED 45,662 -2,177 -4.6% 0.02% $947K $17.85
2025 Q1 INITIATED 47,839 — — 0.02% $1.0M $18.44
% of Fund (quarterly)    BCI price (monthly, adj. close)

Other funds also holding BCI

As of 2025 Q4 — sorted by position size

Metis Global Partners, LLC 3Y 5.19% Abundance Wealth Counselors 3Y 7Y 4.93% Financial & Tax Architects, LLC 3Y 3.89% Upper Left Wealth Management, LLC 3Y 3.78% Aldebaran Capital, LLC 3Y 2.52% Independence Wealth Advisors, LLC 2.45% Plan A Wealth LLC 1.94% RS CRUM INC. 3Y 1.37% MCF Advisors LLC 3Y 7Y 1.24% AMERICAN FINANCIAL & TAX STRATEGIES INC 1.23%
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