BCIM — ABRDN ETFS

Ownership history in Leo Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in ABRDN ETFS (BCIM). 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
0.18% (2025 Q1)
Avg. % of fund
0.14%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 57,531 -850 -1.5% 0.16% $1.2M $20.86
2025 Q2 REDUCED 58,381 -372 -0.6% 0.10% $1.3M $20.80
2025 Q1 REDUCED 58,753 -20,143 -25.5% 0.18% $1.3M $20.93
2024 Q4 ADDED 78,896 +7,218 +10.1% 0.14% $1.6M $19.30
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% of Fund (quarterly)    BCIM price (monthly, adj. close)

Other funds also holding BCIM

As of 2025 Q3 — sorted by position size

Mezzasalma Advisors, LLC 3Y 0.06% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.06% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.03% Aberdeen Group plc 3Y 7Y 0.01% Allworth Financial LP 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%
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