BKM Wealth Management
SDCI icon

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
Q3 		$5.07M Buy
162,428
+23,256
+17% +$689K 1.64% 16
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

SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

BKM Wealth Management's SDCI Position: Q3 2026 in Review

BKM Wealth Management increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 17% in Q3 2026, buying an estimated $689K and bringing the position to 162,428 shares worth $5.07M. The position accounts for 1.64% of the portfolio, ranked #16.

BKM Wealth Management first reported a position in SDCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.21M in Q3 2025. 37 funds tracked by Wall St. Rank hold SDCI as of Q3 2026.

  • BKM Wealth Management held 162,428 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $5.07M as of Q3 2026.
  • BKM Wealth Management bought 23,256 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q3 2026, an estimated $689K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 1.64% of BKM Wealth Management's portfolio in Q3 2026, its #16 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 5 quarters since.
  • BKM Wealth Management's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $5.21M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.