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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-11,408
Closed -$242K – 1846
2025
Q1 		$242K Buy
11,408
+69
+0.6% +$1.42K ﹤0.01% 1605
2024
Q4 		$220K Sell
11,339
-2,906
-20% -$57.9K ﹤0.01% 1766
2024
Q3 		$277K Sell
14,245
-4,635
-25% -$88.1K ﹤0.01% 1568
2024
Q2 		$365K Buy
+18,880
New +$365K ﹤0.01% 1389

Other funds holding SDCI

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Wealth Solutions's SDCI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q2 2025, closing a stake of 11,408 shares — an estimated $242K sold.

Atria Wealth Solutions first reported a position in SDCI in Q2 2024 and held it in 4 quarters. The position peaked at $365K in Q2 2024. 37 funds tracked by Wall St. Rank hold SDCI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,408 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2025, an estimated $242K.
  • Atria Wealth Solutions first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $365K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.