Global Retirement Partners’s US Commodity Index USCI Stock Holding History

Global Retirement Partners’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
2025 Q4	$49.3K	Buy	635 +535	+535%	+$41.8K	﹤0.01%	2366
2025 Q3	$7.79K	Hold	100	–	–	﹤0.01%	2793
2025 Q2	$7.33K	Buy	+100	New	+$7.1K	﹤0.01%	2742
2019 Q2	–	Sell	-156	Closed	-$6K	–	1713
2019 Q1	$6K	Hold	156	–	–	﹤0.01%	1212
2018 Q4	$6K	Hold	156	–	–	﹤0.01%	1130
2018 Q3	$7K	Hold	156	–	–	﹤0.01%	1149
2018 Q2	$7K	Sell	156 -90	-37%	-$3.96K	﹤0.01%	1112
2018 Q1	$11K	Sell	246 -70	-22%	-$2.99K	﹤0.01%	949
2017 Q4	$13K	Hold	316	–	–	﹤0.01%	833
2017 Q3	$12K	Hold	316	–	–	0.01%	779
2017 Q2	$12K	Hold	316	–	–	0.01%	740
2017 Q1	$12K	Hold	316	–	–	0.01%	702
2016 Q4	$13K	Buy	+316	New	+$13.1K	0.01%	623

Other funds holding USCI

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's USCI Position: Q4 2025 in Review

Global Retirement Partners increased its US Commodity Index (USCI) stake by 535% in Q4 2025, buying an estimated $41.8K and bringing the position to 635 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Global Retirement Partners first reported a position in USCI in Q4 2016 and has held it in 13 quarters since. 68 funds tracked by Wall St. Rank hold USCI as of Q4 2025.

Global Retirement Partners held 635 shares of US Commodity Index worth $49.3K as of Q4 2025.
Global Retirement Partners bought 535 US Commodity Index shares in Q4 2025, an estimated $41.8K.
US Commodity Index made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2366 holding.
Global Retirement Partners first reported a position in US Commodity Index in Q4 2016 and has held it in 13 quarters since.
68 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.