Laurel Wealth Advisors (North Carolina)’s US Commodity Index USCI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025 Q2	–	Sell	-200	Closed	-$14.4K	–	641
2025 Q1	$14.4K	Hold	200	–	–	﹤0.01%	441
2024 Q4	$13.2K	Buy	+200	New	+$12.8K	﹤0.01%	459
2022 Q3	–	Sell	-150	Closed	-$8K	–	609
2022 Q2	$8K	Hold	150	–	–	﹤0.01%	403
2022 Q1	$8K	Hold	150	–	–	﹤0.01%	424
2021 Q4	$7K	Hold	150	–	–	﹤0.01%	455
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	462
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	530
2021 Q1	$5K	Buy	+150	New	+$5.27K	﹤0.01%	512

Other funds holding USCI

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s USCI Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of US Commodity Index (USCI) in Q2 2025, closing a stake of 200 shares — an estimated $14.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in USCI in Q1 2021 and held it in 8 quarters. The position peaked at $14.4K in Q1 2025. 54 funds tracked by Wall St. Rank hold USCI as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining US Commodity Index position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 200 US Commodity Index shares in Q2 2025, an estimated $14.4K.
Laurel Wealth Advisors (North Carolina) first reported a position in US Commodity Index in Q1 2021 and held it in 8 quarters.
Laurel Wealth Advisors (North Carolina)'s US Commodity Index position peaked at $14.4K in Q1 2025.
54 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.