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Householder Group Estate & Retirement Specialist’s US Commodity Index USCI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$18K Buy
+340
New +$18.5K 0.01% 663
2022
Q4 		– Sell
-340
Closed -$17K – 1088
2022
Q3 		$17K Buy
+340
New +$18.3K 0.01% 619

Other funds holding USCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's USCI Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in US Commodity Index (USCI) in Q1 2023: 340 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #663 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in USCI as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in USCI in Q3 2022 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold USCI as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 340 shares of US Commodity Index worth $18K as of Q1 2023.
  • US Commodity Index was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • US Commodity Index made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #663 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in US Commodity Index in Q3 2022 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.