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

Colonial Trust’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
2025
Q2 		– Sell
-2,996
Closed -$63.6K – 1137
2025
Q1 		$63.6K Buy
+2,996
New +$61.6K 0.01% 492

Other funds holding SDCI

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Colonial Trust's SDCI Position: Q2 2025 in Review

Colonial Trust sold out of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q2 2025, closing a stake of 2,996 shares — an estimated $63.6K sold.

Colonial Trust first reported a position in SDCI in Q1 2025 and held it in 1 quarter. The position peaked at $63.6K in Q1 2025. 37 funds tracked by Wall St. Rank hold SDCI as of Q2 2025.

  • Colonial Trust reported no remaining USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position as of Q2 2025 after selling out during the quarter.
  • Colonial Trust sold 2,996 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2025, an estimated $63.6K.
  • Colonial Trust first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2025 and held it in 1 quarter.
  • Colonial Trust's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $63.6K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2025.

Based on Colonial Trust's 13F filing for Q2 2025, filed 13 Aug 2025.