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

Cerity 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	$504K	Sell	19,060 -765	-4%	-$21.2K	﹤0.01%	2418
2026 Q1	$540K	Buy	+19,825	New	+$484K	﹤0.01%	2242

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

Viaable Wayne, Pennsylvania $121M AUM

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 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 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

Cerity Partners's SDCI Position: Q2 2026 in Review

Cerity Partners reduced its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 3.9% in Q2 2026, selling an estimated $21.2K and leaving 19,060 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Cerity Partners first reported a position in SDCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $540K in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Cerity Partners held 19,060 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $504K as of Q2 2026.
Cerity Partners sold 765 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $21.2K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2418 holding.
Cerity Partners first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2026 and has held it in 2 quarters since.
Cerity Partners's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $540K in Q1 2026.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.