Commonwealth Equity Services’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Commonwealth Equity Services’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	$1.21M	Buy	45,657 +28,970	+174%	+$804K	﹤0.01%	2564
2026 Q1	$455K	Buy	16,687 +847	+5%	+$20.7K	﹤0.01%	3290
2025 Q4	$349K	Sell	15,840 -2,969	-16%	-$68.2K	﹤0.01%	3524
2025 Q3	$433K	Buy	+18,809	New	+$420K	﹤0.01%	3302

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

Commonwealth Equity Services's SDCI Position: Q2 2026 in Review

Commonwealth Equity Services increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 174% in Q2 2026, buying an estimated $804K and bringing the position to 45,657 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Commonwealth Equity Services first reported a position in SDCI in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Commonwealth Equity Services held 45,657 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $1.21M as of Q2 2026.
Commonwealth Equity Services bought 28,970 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $804K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2564 holding.
Commonwealth Equity Services first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2025 and has held it in 4 quarters since.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.