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Crossmark Global Holdings’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Crossmark Global Holdings’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
Q4 		– Sell
-32,928
Closed -$757K – 1308
2025
Q3 		$757K Sell
32,928
-56
-0.2% -$1.25K 0.01% 727
2025
Q2 		$714K Sell
32,984
-5
-0% -$105 0.01% 734
2025
Q1 		$700K Buy
+32,989
New +$679K 0.01% 730

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 $262M AUM 19.65% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Crossmark Global Holdings's SDCI Position: Q4 2025 in Review

Crossmark Global Holdings sold out of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q4 2025, closing a stake of 32,928 shares — an estimated $757K sold.

Crossmark Global Holdings first reported a position in SDCI in Q1 2025 and held it in 3 quarters. The position peaked at $757K in Q3 2025. 58 funds tracked by Wall St. Rank hold SDCI as of Q4 2025.

  • Crossmark Global Holdings reported no remaining USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 32,928 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q4 2025, an estimated $757K.
  • Crossmark Global Holdings first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $757K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.