Creative Financial Designs’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Creative Financial Designs’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	$94.2K	Sell	3,561 -26,012	-88%	-$722K	﹤0.01%	818
2026 Q1	$806K	Buy	29,573 +3,890	+15%	+$95K	0.05%	257
2025 Q4	$566K	Buy	25,683 +2,979	+13%	+$68.4K	0.04%	313
2025 Q3	$522K	Buy	22,704 +22,648	+40,443%	+$505K	0.04%	320
2025 Q2	$1.21K	Buy	+56	New	+$1.17K	﹤0.01%	1752

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

Creative Financial Designs's SDCI Position: Q2 2026 in Review

Creative Financial Designs reduced its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 88% in Q2 2026, selling an estimated $722K and leaving 3,561 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Creative Financial Designs first reported a position in SDCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $806K in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Creative Financial Designs held 3,561 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $94.2K as of Q2 2026.
Creative Financial Designs sold 26,012 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $722K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #818 holding.
Creative Financial Designs first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q2 2025 and has held it in 5 quarters since.
Creative Financial Designs's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $806K 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.