Carson Wealth (CWM LLC)’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Carson Wealth (CWM LLC)’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	$32.2K	Buy	+1,181	New	+$28.9K	﹤0.01%	4110

Other funds holding SDCI

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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 $262M AUM 19.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SDCI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q1 2026: 1,181 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #4110 among its holdings.

94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

Carson Wealth (CWM LLC) held 1,181 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $32.2K as of Q1 2026.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4110 holding.
94 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.