Advisor OS’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Advisor OS’s Portfolio SDCI Stock Details SDCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$485K	Buy	+18,346	New	+$509K	0.03%	323

Other funds holding SDCI

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Advisor OS's SDCI Position: Q2 2026 in Review

Advisor OS opened a new position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q2 2026: 18,346 shares worth $485K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings.

123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Advisor OS held 18,346 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $485K as of Q2 2026.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund was a new Advisor OS position in Q2 2026.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.03% of Advisor OS's portfolio in Q2 2026, its #323 holding.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.