Ramiah Investment Group BCI — ABRDN ETFS

Ownership history in Ramiah Investment Group  ·  5 quarters on record

AI Ownership Summary

Ramiah Investment Group reported ABRDN ETFS (BCI) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.85% in 2026 Q1. The latest visible filing shows BCI at 1.85% 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.

What this BCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ramiah Investment Group'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 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2026 Q1

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

Time in book
Holding Window
2024 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 Ramiah Investment Group fund profile Ramiah Investment Group full holdings
How Ramiah Investment Group 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 75,754 +6,660 +9.6% 1.85% $1.8M 2026-04-21 $24.16
2025 Q4 ADDED — — — 69,094 +4,199 +6.5% 1.32% $1.3M 2026-01-28 $22.05
2025 Q3 ADDED — — — 64,895 +14,091 +27.7% 1.38% $1.4M 2025-10-23 $19.06
2025 Q1 ADDED — — — 50,804 +27,504 +118.0% 1.19% $1.1M 2025-04-30 $17.49
2024 Q4 INITIATED — — — 23,300 — — 1.54% $514K 2025-02-11 $18.18

🏢 Other funds also holding BCI

As of 2026 Q1 — sorted by position size

Metis Global Partners, LLC 3Y 7.33% LTS Liquid Investments LLC 7.27% Payne Capital Management, LLC 6.73% 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%

FAQ About Ramiah Investment Group and BCI

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

How long has Ramiah Investment Group reported owning BCI?

Ramiah Investment Group reported BCI across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BCI position in Ramiah Investment Group's portfolio?

The largest reported portfolio weight for BCI was 1.85% in 2026 Q1.

What is the latest reported BCI position on this page?

The most recent filing on this page is 2026 Q1, when Ramiah Investment Group reported 75,754 shares, equal to 1.85% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BCI ownership page compare?

The chart compares Ramiah Investment Group'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 Ramiah Investment Group time their BCI position?

Based on 13F filing dates vs. subsequent BCI price moves, Ramiah Investment Group correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BCI relative to SPY over the holding period was +10.5%.

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