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

Envision Financial Transparency’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 Q1	$274K	Buy	+10,061	New	+$246K	0.27%	48

Other funds holding SDCI

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

EAM

Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envision Financial Transparency's SDCI Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q1 2026: 10,061 shares worth $274K. The stake represents 0.27% of the portfolio and ranks #48 among its holdings.

95 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

Envision Financial Transparency held 10,061 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $274K as of Q1 2026.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund was a new Envision Financial Transparency position in Q1 2026.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.27% of Envision Financial Transparency's portfolio in Q1 2026, its #48 holding.
95 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.