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EverSource Wealth Advisors’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

EverSource Wealth Advisors’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 		$2.16M Buy
81,879
+25,384
+45% +$704K 0.07% 206
2026
Q1 		$1.54M Buy
+56,495
New +$1.38M 0.05% 275

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

EverSource Wealth Advisors's SDCI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 45% in Q2 2026, buying an estimated $704K and bringing the position to 81,879 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #206.

EverSource Wealth Advisors first reported a position in SDCI in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • EverSource Wealth Advisors held 81,879 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $2.16M as of Q2 2026.
  • EverSource Wealth Advisors bought 25,384 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $704K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • EverSource Wealth Advisors first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2026 and has held it in 2 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.