Plan A Wealth LLC BCI β€” ABRDN ETFS

Ownership history in Plan A Wealth LLC  Β·  2 quarters on record

AI Ownership Summary

Plan A Wealth LLC reported ABRDN ETFS (BCI) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.49% in 2026 Q1. The latest visible filing shows BCI at 2.49% 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 Plan A Wealth LLC'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 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.49% 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
2025 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.

How Plan A Wealth LLC held BCI β€” position size vs. price
% of Fund (quarterly)    BCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 214,064 +11,500 +5.7% 2.49% $5.2M 2026-05-15 $25.37
2025 Q4 INITIATED β€” β€” β€” 202,564 β€” β€” 1.94% $4.0M 2026-02-06 $21.08

FAQ About Plan A Wealth LLC and BCI

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

How long has Plan A Wealth LLC reported owning BCI?

Plan A Wealth LLC reported BCI across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BCI position in Plan A Wealth LLC's portfolio?

The largest reported portfolio weight for BCI was 2.49% in 2026 Q1.

What is the latest reported BCI position on this page?

The most recent filing on this page is 2026 Q1, when Plan A Wealth LLC reported 214,064 shares, equal to 2.49% of portfolio, with an estimated market value of $5.2M.

What does the chart on this BCI ownership page compare?

The chart compares Plan A Wealth LLC'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.

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