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 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 $2.07B 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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's SDCI Position: Q1 2026 in Review

LPL Financial increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 4.2% in Q1 2026, buying an estimated $42.8K and bringing the position to 43,664 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4029.

LPL Financial first reported a position in SDCI in Q2 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

LPL Financial held 43,664 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $1.19M as of Q1 2026.
LPL Financial bought 1,751 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2026, an estimated $42.8K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4029 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 4 quarters since.
94 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.