Bank of America
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Bank of America’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Bank of America’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
Q1 		– Sell
-6,500
Closed -$143K – 6699
2025
Q4 		$143K Hold
6,500
– – ﹤0.01% 5489
2025
Q3 		$150K Buy
6,500
+4,651
+252% +$104K ﹤0.01% 6411
2025
Q2 		$40K Buy
+1,849
New +$38.7K ﹤0.01% 6880

Other funds holding SDCI

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
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
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America's SDCI Position: Q1 2026 in Review

Bank of America sold out of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q1 2026, closing a stake of 6,500 shares — an estimated $143K sold.

Bank of America first reported a position in SDCI in Q2 2025 and held it in 3 quarters. The position peaked at $150K in Q3 2025. 94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

  • Bank of America reported no remaining USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 6,500 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2026, an estimated $143K.
  • Bank of America first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q2 2025 and held it in 3 quarters.
  • Bank of America's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $150K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.