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Castleview Partners’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Castleview Partners’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 		$217K Buy
+8,221
New +$228K 0.1% 204
2025
Q1 		– Sell
-2,989
Closed -$58.6K – 483
2024
Q4 		$58.6K Buy
2,989
+387
+15% +$7.71K 0.03% 319
2024
Q3 		$50.5K Buy
2,602
+90
+4% +$1.71K 0.03% 321
2024
Q2 		$48.6K Sell
2,512
-312
-11% -$6.04K 0.03% 334
2024
Q1 		$53.4K Buy
2,824
+405
+17% +$7.29K 0.03% 346
2023
Q4 		$42.2K Sell
2,419
-2
-0.1% -$36 0.03% 340
2023
Q3 		$44.8K Buy
2,421
+34
+1% +$623 0.04% 267
2023
Q2 		$40.4K Buy
2,387
+107
+5% +$1.84K 0.04% 279
2023
Q1 		$39.2K Hold
2,280
– – 0.03% 288
2022
Q4 		$41.5K Buy
2,280
+2
+0.1% +$40 0.04% 246
2022
Q3 		$50K Buy
+2,278
New +$52.6K 0.05% 255

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
V
Viaable Wayne, Pennsylvania $121M AUM
Morgan Stanley
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
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
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

Castleview Partners's SDCI Position: Q2 2026 in Review

Castleview Partners opened a new position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q2 2026: 8,221 shares worth $217K. The stake represents 0.1% of the portfolio and ranks #204 among its holdings. This is a return to the name: Castleview Partners previously reported a position in SDCI as recently as Q4 2024.

Castleview Partners first reported a position in SDCI in Q3 2022 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • Castleview Partners held 8,221 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $217K as of Q2 2026.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund was a new Castleview Partners position in Q2 2026.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #204 holding.
  • Castleview Partners first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2022 and has held it in 11 quarters since.
  • 123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.