KAS
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Kestra Advisory Services’s US Commodity Index USCI Stock Holding History

Kestra Advisory Services’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
2026
Q2 		$769K Hold
8,304
– – ﹤0.01% 2013
2026
Q1 		$792K Buy
8,304
+112
+1% +$9.6K ﹤0.01% 1891
2025
Q4 		$636K Sell
8,192
-113
-1% -$8.82K ﹤0.01% 1967
2025
Q3 		$647K Sell
8,305
-7,432
-47% -$562K ﹤0.01% 1886
2025
Q2 		$1.15M Buy
15,737
+7,425
+89% +$527K 0.01% 1392
2025
Q1 		$599K Sell
8,312
-7,425
-47% -$518K ﹤0.01% 1697
2024
Q4 		$1.04M Buy
15,737
+3,371
+27% +$216K 0.01% 1395
2024
Q3 		$772K Sell
12,366
-6,351
-34% -$388K ﹤0.01% 1492
2024
Q2 		$703K Buy
18,717
+2,411
+15% +$150K ﹤0.01% 1543
2024
Q1 		$994K Buy
16,306
+7,405
+83% +$430K 0.01% 1246
2023
Q4 		$501K Sell
8,901
-83
-0.9% -$4.81K ﹤0.01% 1531
2023
Q3 		$532K Sell
8,984
-2,321
-21% -$135K 0.01% 1342
2023
Q2 		$606K Sell
11,305
-185
-2% -$10K 0.01% 1230
2023
Q1 		$623K Sell
11,490
-1,484
-11% -$80.9K 0.01% 1166
2022
Q4 		$730K Sell
12,974
-9,343
-42% -$511K 0.01% 1198
2022
Q3 		$1.15M Buy
22,317
+3,144
+16% +$169K 0.01% 910
2022
Q2 		$1.05M Buy
19,173
+7,663
+67% +$448K 0.01% 956
2022
Q1 		$635K Sell
11,510
-5,815
-34% -$293K 0.01% 1154
2021
Q4 		$753K Buy
17,325
+2,905
+20% +$125K 0.01% 1102
2021
Q3 		$590K Buy
14,420
+533
+4% +$21.4K 0.01% 1299
2021
Q2 		$561K Buy
13,887
+2,491
+22% +$98K 0.01% 1232
2021
Q1 		$406K Buy
+11,396
New +$400K 0.01% 1290

Other funds holding USCI

M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Kestra Advisory Services's USCI Position: Q2 2026 in Review

Kestra Advisory Services held its US Commodity Index (USCI) position steady in Q2 2026 at 8,304 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Kestra Advisory Services first reported a position in USCI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.15M in Q2 2025. 65 funds tracked by Wall St. Rank hold USCI as of Q2 2026.

  • Kestra Advisory Services held 8,304 shares of US Commodity Index worth $769K as of Q2 2026.
  • Kestra Advisory Services left its US Commodity Index share count unchanged in Q2 2026.
  • US Commodity Index made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2013 holding.
  • Kestra Advisory Services first reported a position in US Commodity Index in Q1 2021 and has held it in 22 quarters since.
  • Kestra Advisory Services's US Commodity Index position peaked at $1.15M in Q2 2025.
  • 65 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.