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

Atria Investments’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	$3.16M	Buy	119,474 +3,097	+3%	+$85.9K	0.03%	548
2026 Q1	$3.17M	Buy	+116,377	New	+$2.84M	0.04%	524

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

Atria Investments's SDCI Position: Q2 2026 in Review

Atria Investments increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 2.7% in Q2 2026, buying an estimated $85.9K and bringing the position to 119,474 shares worth $3.16M. The position accounts for 0.03% of the portfolio, ranked #548.

Atria Investments first reported a position in SDCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.17M in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Atria Investments held 119,474 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $3.16M as of Q2 2026.
Atria Investments bought 3,097 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $85.9K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.03% of Atria Investments's portfolio in Q2 2026, its #548 holding.
Atria Investments 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.
Atria Investments's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $3.17M 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.