Kestra Private Wealth Services’s US Commodity Index USCI Stock Holding History

Kestra Private Wealth 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	–	Sell	-3,903	Closed	-$372K	–	1913
2026 Q1	$372K	Buy	3,903 +634	+19%	+$54.3K	﹤0.01%	1351
2025 Q4	$254K	Buy	3,269 +90	+3%	+$7.03K	﹤0.01%	1501
2025 Q3	$248K	Buy	3,179 +55	+2%	+$4.16K	﹤0.01%	1460
2025 Q2	$229K	Buy	+3,124	New	+$222K	﹤0.01%	1438

Other funds holding USCI

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Private Wealth Services's USCI Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of US Commodity Index (USCI) in Q2 2026, closing a stake of 3,903 shares — an estimated $372K sold.

Kestra Private Wealth Services first reported a position in USCI in Q2 2025 and held it in 4 quarters. The position peaked at $372K in Q1 2026. 64 funds tracked by Wall St. Rank hold USCI as of Q2 2026.

Kestra Private Wealth Services reported no remaining US Commodity Index position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 3,903 US Commodity Index shares in Q2 2026, an estimated $372K.
Kestra Private Wealth Services first reported a position in US Commodity Index in Q2 2025 and held it in 4 quarters.
Kestra Private Wealth Services's US Commodity Index position peaked at $372K in Q1 2026.
64 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2026.

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