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Legacy Wealth Management (Idaho)’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$41.3K Buy
+1,516
New +$37K 0.02% 295

Other funds holding SDCI

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SDCI Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q1 2026: 1,516 shares worth $41.3K. The stake represents 0.02% of the portfolio and ranks #295 among its holdings.

94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,516 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $41.3K as of Q1 2026.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #295 holding.
  • 94 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.