Envestnet Asset Management
SDCI icon

Envestnet Asset Management’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Envestnet Asset Management’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 		$3.91M Buy
147,967
+28,277
+24% +$785K ﹤0.01% 2644
2026
Q1 		$3.26M Buy
119,690
+20,285
+20% +$496K ﹤0.01% 2647
2025
Q4 		$2.19M Buy
99,405
+11,001
+12% +$253K ﹤0.01% 2755
2025
Q3 		$2.03M Buy
+88,404
New +$1.97M ﹤0.01% 2870

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

Envestnet Asset Management's SDCI Position: Q2 2026 in Review

Envestnet Asset Management increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 24% in Q2 2026, buying an estimated $785K and bringing the position to 147,967 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 147,967 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $3.91M as of Q2 2026.
  • Envestnet Asset Management bought 28,277 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $785K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2644 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.