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IFP Advisors’s US Commodity Index USCI Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-403
Closed -$18K – 4851
2022
Q3 		$18K Hold
403
– – ﹤0.01% 3208
2022
Q2 		$18K Hold
403
– – ﹤0.01% 2964
2022
Q1 		$18K Buy
+403
New +$20.3K ﹤0.01% 2964
2019
Q4 		– Sell
-7
Closed -$253 – 3126
2019
Q3 		$0 Buy
+7
New +$251 ﹤0.01% 3148
2019
Q1 		$6K Hold
155
– – ﹤0.01% 1809
2018
Q4 		$6K Hold
155
– – ﹤0.01% 2781
2018
Q3 		$7K Sell
155
-600
-79% -$25.1K ﹤0.01% 3073
2018
Q2 		$33K Buy
755
+155
+26% +$6.82K ﹤0.01% 2166
2018
Q1 		$26K Hold
600
– – ﹤0.01% 2230
2017
Q4 		$26K Sell
600
-187
-24% -$7.64K ﹤0.01% 2259
2017
Q3 		$32K Hold
787
– – ﹤0.01% 2301
2017
Q2 		$30K Sell
787
-500
-39% -$19.2K ﹤0.01% 2323
2017
Q1 		$50K Sell
1,287
-525
-29% -$21K ﹤0.01% 1927
2016
Q4 		$72K Buy
1,812
+791
+77% +$32.7K ﹤0.01% 1665
2016
Q3 		$42K Buy
1,021
+338
+49% +$14.2K ﹤0.01% 1927
2016
Q2 		$29K Buy
683
+528
+341% +$22.1K ﹤0.01% 2112
2016
Q1 		$6K Buy
155
+80
+107% +$3.19K ﹤0.01% 1803
2015
Q4 		$3K Buy
+75
New +$3.08K ﹤0.01% 3226

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

IFP Advisors's USCI Position: Q4 2022 in Review

IFP Advisors sold out of US Commodity Index (USCI) in Q4 2022, closing a stake of 403 shares — an estimated $18K sold.

IFP Advisors first reported a position in USCI in Q4 2015 and held it in 18 quarters. The position peaked at $72K in Q4 2016. 50 funds tracked by Wall St. Rank hold USCI as of Q4 2022.

  • IFP Advisors reported no remaining US Commodity Index position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 403 US Commodity Index shares in Q4 2022, an estimated $18K.
  • IFP Advisors first reported a position in US Commodity Index in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's US Commodity Index position peaked at $72K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.