Castleview Partners
SDCI icon

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
Q3 		$271K Buy
8,693
+472
+6% +$14K 0.12% 176
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

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

Castleview Partners's SDCI Position: Q3 2026 in Review

Castleview Partners increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 5.7% in Q3 2026, buying an estimated $14K and bringing the position to 8,693 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #176.

Castleview Partners first reported a position in SDCI in Q3 2022 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold SDCI as of Q3 2026.

  • Castleview Partners held 8,693 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $271K as of Q3 2026.
  • Castleview Partners bought 472 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q3 2026, an estimated $14K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.12% of Castleview Partners's portfolio in Q3 2026, its #176 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 12 quarters since.
  • 31 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.