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CLA (CliftonLarsonAllen) Wealth Advisors’s US Commodity Index USCI Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$1.85M Hold
19,923
– – 0.02% 158
2026
Q1 		$1.9M Hold
19,923
– – 0.03% 149
2025
Q4 		$1.55M Sell
19,923
-108
-0.5% -$8.43K 0.02% 144
2025
Q3 		$1.56M Hold
20,031
– – 0.02% 142
2025
Q2 		$1.47M Hold
20,031
– – 0.02% 146
2025
Q1 		$1.44M Hold
20,031
– – 0.03% 139
2024
Q4 		$1.32M Hold
20,031
– – 0.03% 133
2024
Q3 		$1.25M Hold
20,031
– – 0.03% 137
2024
Q2 		$1.25M Hold
20,031
– – 0.03% 130
2024
Q1 		$1.22M Hold
20,031
– – 0.03% 124
2023
Q4 		$1.13M Hold
20,031
– – 0.03% 129
2023
Q3 		$1.19M Hold
20,031
– – 0.03% 117
2023
Q2 		$1.07M Hold
20,031
– – 0.03% 126
2023
Q1 		$1.09M Hold
20,031
– – 0.03% 128
2022
Q4 		$1.13M Buy
+20,031
New +$1.1M 0.04% 127
2022
Q3 		– Sell
-29,351
Closed -$1.61M – 164
2022
Q2 		$1.61M Sell
29,351
-1,368
-4% -$80K 0.07% 113
2022
Q1 		$1.7M Hold
30,719
– – 0.06% 113
2021
Q4 		$1.33M Hold
30,719
– – 0.05% 114
2021
Q3 		$1.26M Hold
30,719
– – 0.05% 127
2021
Q2 		$1.24M Hold
30,719
– – 0.05% 132
2021
Q1 		$1.09M Hold
30,719
– – 0.05% 122
2020
Q4 		$1M Buy
30,719
+8,219
+37% +$253K 0.05% 117
2020
Q3 		$668K Hold
22,500
– – 0.04% 129
2020
Q2 		$598K Buy
+22,500
New +$589K 0.04% 131
2019
Q4 		$544K Sell
14,735
-13,085
-47% -$472K 0.04% 133
2019
Q3 		$997K Hold
27,820
– – 0.09% 98
2019
Q2 		$1.03M Buy
27,820
+10,319
+59% +$390K 0.1% 79
2019
Q1 		$678K Hold
17,501
– – 0.07% 85
2018
Q4 		$657K Hold
17,501
– – 0.07% 119
2018
Q3 		$743K Hold
17,501
– – 0.07% 98
2018
Q2 		$765K Hold
17,501
– – 0.07% 95
2018
Q1 		$749K Hold
17,501
– – 0.07% 99
2017
Q4 		$744K Buy
17,501
+730
+4% +$29.8K 0.08% 90
2017
Q3 		$672K Hold
16,771
– – 0.07% 116
2017
Q2 		$646K Hold
16,771
– – 0.07% 114
2017
Q1 		$657K Sell
16,771
-1,245
-7% -$49.7K 0.07% 114
2016
Q4 		$721K Buy
18,016
+1,125
+7% +$46.5K 0.08% 104
2016
Q3 		$700K Buy
16,891
+1,653
+11% +$69.4K 0.09% 100
2016
Q2 		$658K Hold
15,238
– – 0.1% 88
2016
Q1 		$616K Buy
+15,238
New +$607K 0.1% 85
2015
Q4 		– Sell
-16,129
Closed -$675K – 122
2015
Q3 		$675K Hold
16,129
– – 0.13% 92
2015
Q2 		$761K Hold
16,129
– – 0.15% 82
2015
Q1 		$725K Buy
16,129
+1,831
+13% +$85K 0.16% 69
2014
Q4 		$690K Buy
14,298
+511
+4% +$27.1K 0.15% 65
2014
Q3 		$760K Hold
13,787
– – 0.16% 59
2014
Q2 		$836K Hold
13,787
– – 0.16% 63
2014
Q1 		$808K Hold
13,787
– – 0.18% 64
2013
Q4 		$773K Buy
13,787
+2,537
+23% +$142K 0.19% 61
2013
Q3 		$630K Buy
+11,250
New +$627K 0.17% 62

Other funds holding USCI

WA
Winter & Associates St. Paul, Minnesota $133M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's USCI Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its US Commodity Index (USCI) position steady in Q2 2026 at 19,923 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #158.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in USCI in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.9M in Q1 2026. 6 funds tracked by Wall St. Rank hold USCI as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 19,923 shares of US Commodity Index worth $1.85M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its US Commodity Index share count unchanged in Q2 2026.
  • US Commodity Index made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in US Commodity Index in Q3 2013 and has held it in 49 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's US Commodity Index position peaked at $1.9M in Q1 2026.
  • 6 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.