Midwest Professional Planners Ltd (MPPL)’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$4.42M	Buy	167,272 +16,756	+11%	+$465K	0.87%	34
2026 Q1	$4.1M	Buy	150,516 +16,083	+12%	+$393K	0.97%	30
2025 Q4	$2.96M	Buy	134,433 +63,741	+90%	+$1.46M	0.7%	49
2025 Q3	$1.63M	Buy	+70,692	New	+$1.58M	0.4%	75

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

Midwest Professional Planners Ltd (MPPL)'s SDCI Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 11% in Q2 2026, buying an estimated $465K and bringing the position to 167,272 shares worth $4.42M. The position accounts for 0.87% of the portfolio, ranked #34.

Midwest Professional Planners Ltd (MPPL) first reported a position in SDCI in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 167,272 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $4.42M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) bought 16,756 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $465K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.87% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #34 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2025 and has held it in 4 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 Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.