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

Larson 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
2023
Q3 		– Sell
-25
Closed -$423 – 1759
2023
Q2 		$423 Hold
25
– – ﹤0.01% 1456
2023
Q1 		$426 Buy
+25
New +$435 ﹤0.01% 1429

Other funds holding SDCI

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
FFA
Fortune Financial Advisors Overland Park, Kansas $196M AUM 17.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's SDCI Position: Q3 2023 in Review

Larson Financial Group sold out of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q3 2023, closing a stake of 25 shares — an estimated $423 sold.

Larson Financial Group first reported a position in SDCI in Q1 2023 and held it in 2 quarters. The position peaked at $426 in Q1 2023. 9 funds tracked by Wall St. Rank hold SDCI as of Q3 2023.

  • Larson Financial Group reported no remaining USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position as of Q3 2023 after selling out during the quarter.
  • Larson Financial Group sold 25 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q3 2023, an estimated $423.
  • Larson Financial Group first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2023 and held it in 2 quarters.
  • Larson Financial Group's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $426 in Q1 2023.
  • 9 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q3 2023.

Based on Larson Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.