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 Q2	$288K	Buy	10,900 +2,200	+25%	+$61.1K	0.01%	1309
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 $2.24B AUM 16.9% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

IFP Advisors's SDCI Position: Q2 2026 in Review

IFP Advisors increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 25% in Q2 2026, buying an estimated $61.1K and bringing the position to 10,900 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1309.

IFP Advisors first reported a position in SDCI in Q1 2022 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

IFP Advisors held 10,900 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $288K as of Q2 2026.
IFP Advisors bought 2,200 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $61.1K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1309 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 6 quarters since.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.