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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
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

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Castleview Partners's SDCI Position: Q1 2025 in Review

Castleview Partners sold out of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q1 2025, closing a stake of 2,989 shares — an estimated $58.6K sold.

Castleview Partners first reported a position in SDCI in Q3 2022 and held it in 10 quarters. The position peaked at $58.6K in Q4 2024. 27 funds tracked by Wall St. Rank hold SDCI as of Q1 2025.

  • Castleview Partners reported no remaining USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 2,989 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2025, an estimated $58.6K.
  • Castleview Partners first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2022 and held it in 10 quarters.
  • Castleview Partners's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $58.6K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.