IHT Wealth Management’s US Commodity Index USCI Stock Holding History

IHT Wealth Management’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
2020 Q4	–	Sell	-12,001	Closed	-$356K	–	772
2020 Q3	$356K	Hold	12,001	–	–	0.04%	431
2020 Q2	$319K	Sell	12,001 -200	-2%	-$5.24K	0.04%	397
2020 Q1	$316K	Buy	+12,201	New	+$391K	0.05%	387
2019 Q4	–	Sell	-12,191	Closed	-$437K	–	646
2019 Q3	$437K	Sell	12,191 -1,549	-11%	-$55.6K	0.06%	344
2019 Q2	$508K	Sell	13,740 -185	-1%	-$6.99K	0.07%	280
2019 Q1	$539K	Sell	13,925 -182	-1%	-$7.05K	0.09%	255
2018 Q4	$529K	Sell	14,107 -309	-2%	-$12.4K	0.1%	230
2018 Q3	$612K	Buy	+14,416	New	+$603K	0.13%	194

Other funds holding USCI

AAM

Ameraudi Asset Management New York $184M AUM 15.4% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

IHT Wealth Management's USCI Position: Q4 2020 in Review

IHT Wealth Management sold out of US Commodity Index (USCI) in Q4 2020, closing a stake of 12,001 shares — an estimated $356K sold.

IHT Wealth Management first reported a position in USCI in Q3 2018 and held it in 8 quarters. The position peaked at $612K in Q3 2018. 29 funds tracked by Wall St. Rank hold USCI as of Q4 2020.

IHT Wealth Management reported no remaining US Commodity Index position as of Q4 2020 after selling out during the quarter.
IHT Wealth Management sold 12,001 US Commodity Index shares in Q4 2020, an estimated $356K.
IHT Wealth Management first reported a position in US Commodity Index in Q3 2018 and held it in 8 quarters.
IHT Wealth Management's US Commodity Index position peaked at $612K in Q3 2018.
29 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2020.

Based on IHT Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.