LPL Financial
USCI icon

LPL Financial’s US Commodity Index USCI Stock Holding History

LPL Financial’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
2026
Q1 		$7.13M Buy
74,779
+33,462
+81% +$2.87M ﹤0.01% 2308
2025
Q4 		$3.21M Sell
41,317
-7,957
-16% -$621K ﹤0.01% 2942
2025
Q3 		$3.84M Buy
49,274
+5,884
+14% +$445K ﹤0.01% 2717
2025
Q2 		$3.18M Sell
43,390
-1,948
-4% -$138K ﹤0.01% 2687
2025
Q1 		$3.27M Buy
45,338
+10,164
+29% +$709K ﹤0.01% 2495
2024
Q4 		$2.32M Sell
35,174
-11,036
-24% -$707K ﹤0.01% 2726
2024
Q3 		$2.88M Sell
46,210
-2,767
-6% -$169K ﹤0.01% 2398
2024
Q2 		$3.05M Buy
48,977
+3,698
+8% +$230K ﹤0.01% 2243
2024
Q1 		$2.76M Sell
45,279
-2,666
-6% -$155K ﹤0.01% 2257
2023
Q4 		$2.7M Sell
47,945
-3,143
-6% -$182K ﹤0.01% 2157
2023
Q3 		$3.02M Buy
51,088
+9,473
+23% +$551K ﹤0.01% 1954
2023
Q2 		$2.23M Buy
41,615
+3,217
+8% +$174K ﹤0.01% 2147
2023
Q1 		$2.08M Buy
38,398
+1,741
+5% +$94.9K ﹤0.01% 2111
2022
Q4 		$2.06M Buy
36,657
+4,358
+13% +$239K ﹤0.01% 2055
2022
Q3 		$1.66M Sell
32,299
-4,530
-12% -$243K ﹤0.01% 2128
2022
Q2 		$2.02M Buy
36,829
+6,719
+22% +$393K ﹤0.01% 2025
2022
Q1 		$1.66M Buy
30,110
+9,550
+46% +$480K ﹤0.01% 2205
2021
Q4 		$894K Buy
20,560
+190
+0.9% +$8.15K ﹤0.01% 2754
2021
Q3 		$833K Buy
20,370
+9,018
+79% +$362K ﹤0.01% 2772
2021
Q2 		$459K Buy
11,352
+1,507
+15% +$59.3K ﹤0.01% 3238
2021
Q1 		$351K Buy
9,845
+875
+10% +$30.7K ﹤0.01% 3345
2020
Q4 		$293K Buy
+8,970
New +$276K ﹤0.01% 3215
2020
Q1 		– Sell
-11,584
Closed -$427K – 3427
2019
Q4 		$427K Sell
11,584
-2,625
-18% -$94.8K ﹤0.01% 2508
2019
Q3 		$509K Sell
14,209
-118
-0.8% -$4.23K ﹤0.01% 2247
2019
Q2 		$530K Sell
14,327
-2,549
-15% -$96.3K ﹤0.01% 2239
2019
Q1 		$654K Sell
16,876
-858
-5% -$33.2K ﹤0.01% 1984
2018
Q4 		$666K Sell
17,734
-1,938
-10% -$77.8K ﹤0.01% 1816
2018
Q3 		$835K Sell
19,672
-333
-2% -$13.9K ﹤0.01% 1819
2018
Q2 		$875K Sell
20,005
-1,029
-5% -$45.3K ﹤0.01% 1714
2018
Q1 		$900K Buy
21,034
+9,663
+85% +$412K ﹤0.01% 1687
2017
Q4 		$484K Buy
11,371
+51
+0.5% +$2.08K ﹤0.01% 2092
2017
Q3 		$453K Buy
11,320
+3,028
+37% +$120K ﹤0.01% 2022
2017
Q2 		$319K Sell
8,292
-255
-3% -$9.79K ﹤0.01% 2242
2017
Q1 		$332K Buy
8,547
+402
+5% +$16K ﹤0.01% 2126
2016
Q4 		$324K Buy
8,145
+303
+4% +$12.5K ﹤0.01% 2108
2016
Q3 		$324K Sell
7,842
-86,944
-92% -$3.65M ﹤0.01% 2058
2016
Q2 		$4.07M Buy
94,786
+71,140
+301% +$2.98M 0.03% 439
2016
Q1 		$940K Buy
23,646
+2,490
+12% +$99.1K ﹤0.01% 1718
2015
Q4 		$843K Buy
21,156
+7,850
+59% +$323K ﹤0.01% 1812
2015
Q3 		$560K Sell
13,306
-698
-5% -$30.4K ﹤0.01% 1691
2015
Q2 		$654K Sell
14,004
-1,315
-9% -$60.9K ﹤0.01% 1687
2015
Q1 		$696K Sell
15,319
-1,268
-8% -$58.9K ﹤0.01% 1618
2014
Q4 		$801K Sell
16,587
-1,064
-6% -$56.4K ﹤0.01% 1470
2014
Q3 		$970K Sell
17,651
-73,136
-81% -$4.2M 0.01% 1290
2014
Q2 		$5.5M Buy
90,787
+7,001
+8% +$421K 0.03% 439
2014
Q1 		$4.91M Buy
83,786
+62,290
+290% +$3.56M 0.03% 447
2013
Q4 		$1.21M Sell
21,496
-5,931
-22% -$332K 0.01% 1117
2013
Q3 		$1.55M Sell
27,427
-6,131
-18% -$342K 0.01% 930
2013
Q2 		$1.79M Buy
+33,558
New +$1.85M 0.01% 773

Other funds holding USCI

M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's USCI Position: Q1 2026 in Review

LPL Financial increased its US Commodity Index (USCI) stake by 81% in Q1 2026, buying an estimated $2.87M and bringing the position to 74,779 shares worth $7.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

LPL Financial first reported a position in USCI in Q2 2013 and has held it in 49 quarters since. 71 funds tracked by Wall St. Rank hold USCI as of Q1 2026.

  • LPL Financial held 74,779 shares of US Commodity Index worth $7.13M as of Q1 2026.
  • LPL Financial bought 33,462 US Commodity Index shares in Q1 2026, an estimated $2.87M.
  • US Commodity Index made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2308 holding.
  • LPL Financial first reported a position in US Commodity Index in Q2 2013 and has held it in 49 quarters since.
  • 71 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2026.

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