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Frontier Wealth Management’s US Commodity Index USCI Stock Holding History

Frontier Wealth Management’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$215K Hold
3,919
– – 0.02% 353
2022
Q1 		$225K Buy
+3,919
New +$197K ﹤0.01% 358
2020
Q2 		– Sell
-14,441
Closed -$374K – 369
2020
Q1 		$374K Sell
14,441
-1,094
-7% -$35.1K 0.06% 198
2019
Q4 		$573K Sell
15,535
-6,482
-29% -$234K 0.09% 162
2019
Q3 		$789K Sell
22,017
-7,183
-25% -$258K 0.12% 145
2019
Q2 		$1.08M Sell
29,200
-3,422
-10% -$129K 0.16% 117
2019
Q1 		$1.26M Sell
32,622
-1,527
-4% -$59.2K 0.17% 129
2018
Q4 		$1.28M Sell
34,149
-11,228
-25% -$451K 0.19% 117
2018
Q3 		$1.93M Sell
45,377
-2,899
-6% -$121K 0.18% 92
2018
Q2 		$2.11M Sell
48,276
-5,679
-11% -$250K 0.3% 76
2018
Q1 		$2.31M Sell
53,955
-4,226
-7% -$180K 0.32% 76
2017
Q4 		$2.47M Sell
58,181
-11,318
-16% -$463K 0.4% 60
2017
Q3 		$2.78M Sell
69,499
-6,546
-9% -$259K 0.4% 62
2017
Q2 		$2.93M Buy
76,045
+2,436
+3% +$93.5K 0.45% 60
2017
Q1 		$2.88M Buy
73,609
+4,401
+6% +$176K 0.44% 61
2016
Q4 		$2.77M Buy
69,208
+11,260
+19% +$465K 0.45% 67
2016
Q3 		$2.4M Buy
57,948
+42,365
+272% +$1.78M 0.36% 76
2016
Q2 		$673K Buy
15,583
+654
+4% +$27.4K 0.11% 175
2016
Q1 		$603K Buy
14,929
+814
+6% +$32.4K 0.05% 183
2015
Q4 		$571K Sell
14,115
-5,474
-28% -$225K 0.09% 182
2015
Q3 		$819K Sell
19,589
-7,766
-28% -$338K 0.13% 153
2015
Q2 		$1.29M Sell
27,355
-957
-3% -$44.3K 0.2% 106
2015
Q1 		$1.27M Buy
28,312
+3,049
+12% +$142K 0.2% 90
2014
Q4 		$1.22M Buy
+25,263
New +$1.34M 0.23% 70

Other funds holding USCI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $474M AUM 95.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Frontier Wealth Management's USCI Position: Q2 2022 in Review

Frontier Wealth Management held its US Commodity Index (USCI) position steady in Q2 2022 at 3,919 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #353.

Frontier Wealth Management first reported a position in USCI in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.93M in Q2 2017. 62 funds tracked by Wall St. Rank hold USCI as of Q2 2022.

  • Frontier Wealth Management held 3,919 shares of US Commodity Index worth $215K as of Q2 2022.
  • Frontier Wealth Management left its US Commodity Index share count unchanged in Q2 2022.
  • US Commodity Index made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #353 holding.
  • Frontier Wealth Management first reported a position in US Commodity Index in Q4 2014 and has held it in 24 quarters since.
  • Frontier Wealth Management's US Commodity Index position peaked at $2.93M in Q2 2017.
  • 62 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.