Cerity Partners’s US Commodity Index USCI Stock Holding History

Cerity Partners’s Portfolio USCI Stock Details USCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$831K	Hold	8,968	–	–	﹤0.01%	2103
2026 Q1	$855K	Sell	8,968 -280	-3%	-$24K	﹤0.01%	1949
2025 Q4	$718K	Hold	9,248	–	–	﹤0.01%	1875
2025 Q3	$720K	Hold	9,248	–	–	﹤0.01%	1760
2025 Q2	$678K	Hold	9,248	–	–	﹤0.01%	1719
2025 Q1	$667K	Hold	9,248	–	–	﹤0.01%	1615
2024 Q4	$610K	Hold	9,248	–	–	﹤0.01%	1648
2024 Q3	$577K	Hold	9,248	–	–	﹤0.01%	1698
2024 Q2	$575K	Hold	9,248	–	–	﹤0.01%	1482
2024 Q1	$564K	Buy	9,248 +293	+3%	+$17K	﹤0.01%	1545
2023 Q4	$504K	Hold	8,955	–	–	﹤0.01%	1269
2023 Q3	$530K	Hold	8,955	–	–	﹤0.01%	964
2023 Q2	$480K	Hold	8,955	–	–	﹤0.01%	1202
2023 Q1	$486K	Buy	+8,955	New	+$488K	﹤0.01%	1300

Other funds holding USCI

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Cerity Partners's USCI Position: Q2 2026 in Review

Cerity Partners held its US Commodity Index (USCI) position steady in Q2 2026 at 8,968 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Cerity Partners first reported a position in USCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $855K in Q1 2026. 65 funds tracked by Wall St. Rank hold USCI as of Q2 2026.

Cerity Partners held 8,968 shares of US Commodity Index worth $831K as of Q2 2026.
Cerity Partners left its US Commodity Index share count unchanged in Q2 2026.
US Commodity Index made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2103 holding.
Cerity Partners first reported a position in US Commodity Index in Q1 2023 and has held it in 14 quarters since.
Cerity Partners's US Commodity Index position peaked at $855K in Q1 2026.
65 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2026.

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