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Atria Wealth Solutions’s US Commodity Index USCI Stock Holding History

Atria Wealth Solutions’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$295K Buy
4,031
+150
+4% +$10.7K 0.01% 1159
2025
Q1 		$280K Buy
3,881
+81
+2% +$5.65K ﹤0.01% 1506
2024
Q4 		$251K Hold
3,800
– – ﹤0.01% 1664
2024
Q3 		$237K Hold
3,800
– – ﹤0.01% 1668
2024
Q2 		$236K Buy
3,800
+50
+1% +$3.11K ﹤0.01% 1655
2024
Q1 		$229K Buy
+3,750
New +$218K ﹤0.01% 1736

Other funds holding USCI

M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return