GJIA
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Glass Jacobson Investment Advisors’s US Commodity Index USCI Stock Holding History

Glass Jacobson Investment Advisors’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
2026
Q1 		$9.53K Hold
100
– – ﹤0.01% 464
2025
Q4 		$7.76K Hold
100
– – ﹤0.01% 466
2025
Q3 		$7.79K Hold
100
– – ﹤0.01% 466
2025
Q2 		$7.33K Hold
100
– – ﹤0.01% 449
2025
Q1 		$6.6K Hold
100
– – ﹤0.01% 643
2024
Q4 		$6.6K Hold
100
– – ﹤0.01% 643
2024
Q3 		$6.24K Hold
100
– – ﹤0.01% 611
2024
Q2 		$6.22K Hold
100
– – ﹤0.01% 602
2024
Q1 		$6.09K Hold
100
– – ﹤0.01% 607
2023
Q4 		$5.63K Hold
100
– – ﹤0.01% 581
2023
Q3 		$5.92K Hold
100
– – ﹤0.01% 549
2023
Q2 		$5.36K Buy
+100
New +$5.41K ﹤0.01% 572
2022
Q4 		$5.63K Buy
+100
New +$5.47K ﹤0.01% 577

Other funds holding USCI

M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return