EWM
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Evolution Wealth Management’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Evolution Wealth 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 		$5.66K Hold
214
– – ﹤0.01% 675
2026
Q1 		$5.83K Hold
214
– – ﹤0.01% 596
2025
Q4 		$4.71K Buy
+214
New +$4.91K ﹤0.01% 554

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

Evolution Wealth Management's SDCI Position: Q2 2026 in Review

Evolution Wealth Management held its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) position steady in Q2 2026 at 214 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Evolution Wealth Management first reported a position in SDCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.83K in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • Evolution Wealth Management held 214 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $5.66K as of Q2 2026.
  • Evolution Wealth Management left its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund share count unchanged in Q2 2026.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #675 holding.
  • Evolution Wealth Management first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $5.83K 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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.