LNC
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Lincoln National Corp’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-11,442
Closed -$217K – 938
2024
Q1 		$217K Sell
11,442
-16,178
-59% -$291K ﹤0.01% 1116
2023
Q4 		$482K Buy
27,620
+15,577
+129% +$282K 0.01% 690
2023
Q3 		$223K Buy
+12,043
New +$221K ﹤0.01% 922

Other funds holding SDCI

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FFA
Fortune Financial Advisors Overland Park, Kansas $196M AUM 17.21% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Lincoln National Corp's SDCI Position: Q2 2024 in Review

Lincoln National Corp sold out of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q2 2024, closing a stake of 11,442 shares — an estimated $217K sold.

Lincoln National Corp first reported a position in SDCI in Q3 2023 and held it in 3 quarters. The position peaked at $482K in Q4 2023. 15 funds tracked by Wall St. Rank hold SDCI as of Q2 2024.

  • Lincoln National Corp reported no remaining USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 11,442 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2024, an estimated $217K.
  • Lincoln National Corp first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2023 and held it in 3 quarters.
  • Lincoln National Corp's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $482K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.