IFP Advisors’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

IFP Advisors’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 Q1	$237K	Buy	8,700 +4,300	+98%	+$105K	﹤0.01%	1301
2025 Q4	$96.9K	Buy	+4,400	New	+$101K	﹤0.01%	1812
2022 Q4	–	Sell	-356	Closed	-$8K	–	4813
2022 Q3	$8K	Hold	356	–	–	﹤0.01%	3800
2022 Q2	$8K	Hold	356	–	–	﹤0.01%	3552
2022 Q1	$8K	Buy	+356	New	+$7.62K	﹤0.01%	3551

Other funds holding SDCI

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

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

IFP Advisors's SDCI Position: Q1 2026 in Review

IFP Advisors increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 98% in Q1 2026, buying an estimated $105K and bringing the position to 8,700 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

IFP Advisors first reported a position in SDCI in Q1 2022 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

IFP Advisors held 8,700 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $237K as of Q1 2026.
IFP Advisors bought 4,300 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2026, an estimated $105K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1301 holding.
IFP Advisors first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2022 and has held it in 5 quarters since.
94 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.