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Independent Financial Group’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Independent Financial Group’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 		$567K Buy
18,180
+5,240
+40% +$155K 0.01% 950
2026
Q2 		$342K Buy
12,940
+3,565
+38% +$98.9K 0.01% 1174
2026
Q1 		$255K Buy
+9,375
New +$229K 0.01% 1240

Other funds holding SDCI

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's SDCI Position: Q3 2026 in Review

Independent Financial Group increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 40% in Q3 2026, buying an estimated $155K and bringing the position to 18,180 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #950.

Independent Financial Group first reported a position in SDCI in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold SDCI as of Q3 2026.

  • Independent Financial Group held 18,180 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $567K as of Q3 2026.
  • Independent Financial Group bought 5,240 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q3 2026, an estimated $155K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #950 holding.
  • Independent Financial Group first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.