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Matthew Hamilton Rosenberg’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Matthew Hamilton Rosenberg’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
2025
Q3 		– Sell
-1,210
Closed -$26.2K – 832
2025
Q2 		$26.2K Buy
+1,210
New +$25.3K 0.01% 524

Other funds holding SDCI

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
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return

Matthew Hamilton Rosenberg's SDCI Position: Q3 2025 in Review

Matthew Hamilton Rosenberg sold out of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q3 2025, closing a stake of 1,210 shares — an estimated $26.2K sold.

Matthew Hamilton Rosenberg first reported a position in SDCI in Q2 2025 and held it in 1 quarter. The position peaked at $26.2K in Q2 2025. 51 funds tracked by Wall St. Rank hold SDCI as of Q3 2025.

  • Matthew Hamilton Rosenberg reported no remaining USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position as of Q3 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 1,210 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q3 2025, an estimated $26.2K.
  • Matthew Hamilton Rosenberg first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q2 2025 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $26.2K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q3 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2025, filed 10 Nov 2025.