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 Q3	$484K	Buy	15,520 +4,620	+42%	+$137K	0.01%	1089
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%	3549

Other funds holding SDCI

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors's SDCI Position: Q3 2026 in Review

IFP Advisors increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 42% in Q3 2026, buying an estimated $137K and bringing the position to 15,520 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #1089.

IFP Advisors first reported a position in SDCI in Q1 2022 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold SDCI as of Q3 2026.

IFP Advisors held 15,520 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $484K as of Q3 2026.
IFP Advisors bought 4,620 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q3 2026, an estimated $137K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1089 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 7 quarters since.
37 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.