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Axiom Financial Strategies’s US Commodity Index USCI Stock Holding History

Axiom Financial Strategies’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
2026
Q1 		$6.04M Sell
63,338
-23,350
-27% -$2M 2.13% 9
2025
Q4 		$6.73M Buy
86,688
+1,147
+1% +$89.6K 2.83% 11
2025
Q3 		$6.66M Buy
+85,541
New +$6.47M 2.87% 10

Other funds holding USCI

M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axiom Financial Strategies's USCI Position: Q1 2026 in Review

Axiom Financial Strategies reduced its US Commodity Index (USCI) stake by 27% in Q1 2026, selling an estimated $2M and leaving 63,338 shares worth $6.04M. The position accounts for 2.13% of the portfolio, ranked #9.

Axiom Financial Strategies first reported a position in USCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.73M in Q4 2025. 71 funds tracked by Wall St. Rank hold USCI as of Q1 2026.

  • Axiom Financial Strategies held 63,338 shares of US Commodity Index worth $6.04M as of Q1 2026.
  • Axiom Financial Strategies sold 23,350 US Commodity Index shares in Q1 2026, an estimated $2M.
  • US Commodity Index made up 2.13% of Axiom Financial Strategies's portfolio in Q1 2026, its #9 holding.
  • Axiom Financial Strategies first reported a position in US Commodity Index in Q3 2025 and has held it in 3 quarters since.
  • Axiom Financial Strategies's US Commodity Index position peaked at $6.73M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.