BCI — ABRDN ETFS

Ownership history in RS CRUM INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which RS CRUM 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
1.59% (2025 Q3)
Avg. % of fund
1.36%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 351,782 +19,967 +6.0% 1.37% $6.9M $19.53
2025 Q3 ADDED 331,815 +16,380 +5.2% 1.59% $7.1M $18.51
2025 Q2 ADDED 315,435 +159,010 +101.7% 1.57% $6.6M $17.85
2025 Q1 INITIATED 156,425 — — 0.90% $3.4M $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% MCF Advisors LLC 3Y 7Y 1.24% AMERICAN FINANCIAL & TAX STRATEGIES INC 1.23% Disciplina Capital Management LLC 1.09%
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