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

BKM Wealth Management’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 Q2	$3.68M	Sell	139,172 -34,025	-20%	-$944K	1.3%	21
2026 Q1	$4.72M	Sell	173,197 -10,746	-6%	-$263K	1.72%	14
2025 Q4	$4.05M	Sell	183,943 -42,461	-19%	-$975K	1.48%	17
2025 Q3	$5.21M	Buy	+226,404	New	+$5.05M	1.92%	12

Other funds holding SDCI

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

BKM Wealth Management's SDCI Position: Q2 2026 in Review

BKM Wealth Management reduced its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 20% in Q2 2026, selling an estimated $944K and leaving 139,172 shares worth $3.68M. The position accounts for 1.3% of the portfolio, ranked #21.

BKM Wealth Management first reported a position in SDCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.21M in Q3 2025. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

BKM Wealth Management held 139,172 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $3.68M as of Q2 2026.
BKM Wealth Management sold 34,025 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $944K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 1.3% of BKM Wealth Management's portfolio in Q2 2026, its #21 holding.
BKM Wealth Management first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2025 and has held it in 4 quarters since.
BKM Wealth Management's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $5.21M in Q3 2025.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.