BCI — ABRDN ETFS

Ownership history in Plan A Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC 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
1.94% (2025 Q4)
Avg. % of fund
1.94%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 202,564 — — 1.94% $4.0M $19.53
% 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% RS CRUM INC. 3Y 1.37% MCF Advisors LLC 3Y 7Y 1.24% AMERICAN FINANCIAL & TAX STRATEGIES INC 1.23% Disciplina Capital Management LLC 1.09%
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