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

Clearstead Advisors’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 		$7.8K Hold
295
– – ﹤0.01% 2063
2026
Q1 		$8.04K Hold
295
– – ﹤0.01% 1649
2025
Q4 		$6.5K Buy
+295
New +$6.77K ﹤0.01% 1973

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
V
Viaable Wayne, Pennsylvania $121M AUM
Morgan Stanley
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
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
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

Clearstead Advisors's SDCI Position: Q2 2026 in Review

Clearstead Advisors held its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) position steady in Q2 2026 at 295 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Clearstead Advisors first reported a position in SDCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.04K in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • Clearstead Advisors held 295 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $7.8K as of Q2 2026.
  • Clearstead Advisors left its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund share count unchanged in Q2 2026.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2063 holding.
  • Clearstead Advisors first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $8.04K 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.