Alliance Wealth Advisors (Utah)’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Alliance Wealth Advisors (Utah)’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	$688K	Sell	26,031 -4,295	-14%	-$119K	0.13%	96
2026 Q1	$826K	Buy	+30,326	New	+$741K	0.18%	90

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

Alliance Wealth Advisors (Utah)'s SDCI Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 14% in Q2 2026, selling an estimated $119K and leaving 26,031 shares worth $688K. The position accounts for 0.13% of the portfolio, ranked #96.

Alliance Wealth Advisors (Utah) first reported a position in SDCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $826K in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Alliance Wealth Advisors (Utah) held 26,031 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $688K as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 4,295 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $119K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.13% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #96 holding.
Alliance Wealth Advisors (Utah) first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2026 and has held it in 2 quarters since.
Alliance Wealth Advisors (Utah)'s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $826K in Q1 2026.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.