Maltin Wealth Management’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Maltin Wealth Management’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	$11.7M	Buy	428,775 +17,294	+4%	+$422K	4.46%	2
2025 Q4	$9.06M	Buy	411,481 +105,449	+34%	+$2.42M	3.61%	3
2025 Q3	$7.04M	Buy	306,032 +6,610	+2%	+$147K	2.92%	5
2025 Q2	$6.48M	Buy	299,422 +43,717	+17%	+$915K	2.92%	6
2025 Q1	$5.43M	Buy	+255,705	New	+$5.26M	2.55%	8

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

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

AFG

ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return

Maltin Wealth Management's SDCI Position: Q1 2026 in Review

Maltin Wealth Management increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 4.2% in Q1 2026, buying an estimated $422K and bringing the position to 428,775 shares worth $11.7M. The position accounts for 4.46% of the portfolio, ranked #2.

Maltin Wealth Management first reported a position in SDCI in Q1 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

Maltin Wealth Management held 428,775 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $11.7M as of Q1 2026.
Maltin Wealth Management bought 17,294 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2026, an estimated $422K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 4.46% of Maltin Wealth Management's portfolio in Q1 2026, its #2 holding.
Maltin Wealth Management first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2025 and has held it in 5 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 Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.