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Axxcess Wealth Management’s US Commodity Index USCI Stock Holding History

Axxcess Wealth Management’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
2022
Q3 		– Sell
-8,238
Closed -$452K – 610
2022
Q2 		$452K Buy
8,238
+794
+11% +$46.5K 0.04% 326
2022
Q1 		$411K Buy
+7,444
New +$374K 0.03% 402

Other funds holding USCI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Axxcess Wealth Management's USCI Position: Q3 2022 in Review

Axxcess Wealth Management sold out of US Commodity Index (USCI) in Q3 2022, closing a stake of 8,238 shares — an estimated $452K sold.

Axxcess Wealth Management first reported a position in USCI in Q1 2022 and held it in 2 quarters. The position peaked at $452K in Q2 2022. 49 funds tracked by Wall St. Rank hold USCI as of Q3 2022.

  • Axxcess Wealth Management reported no remaining US Commodity Index position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,238 US Commodity Index shares in Q3 2022, an estimated $452K.
  • Axxcess Wealth Management first reported a position in US Commodity Index in Q1 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's US Commodity Index position peaked at $452K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.