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

LPL Financial’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 Q2	$6.07M	Buy	229,438 +185,774	+425%	+$5.16M	﹤0.01%	2611
2026 Q1	$1.19M	Buy	43,664 +1,751	+4%	+$42.8K	﹤0.01%	4029
2025 Q4	$923K	Buy	41,913 +3,582	+9%	+$82.2K	﹤0.01%	4149
2025 Q3	$882K	Buy	38,331 +27,109	+242%	+$605K	﹤0.01%	4118
2025 Q2	$243K	Buy	+11,222	New	+$235K	﹤0.01%	4939

Other funds holding SDCI

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

LPL Financial's SDCI Position: Q2 2026 in Review

LPL Financial increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 425% in Q2 2026, buying an estimated $5.16M and bringing the position to 229,438 shares worth $6.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

LPL Financial first reported a position in SDCI in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

LPL Financial held 229,438 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $6.07M as of Q2 2026.
LPL Financial bought 185,774 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $5.16M.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2611 holding.
LPL Financial first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q2 2025 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.