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

Mission 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 Q2	$201K	Hold	7,600	–	–	﹤0.01%	1030
2026 Q1	$207K	Buy	+7,600	New	+$186K	﹤0.01%	699

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

Mission Wealth Management's SDCI Position: Q2 2026 in Review

Mission Wealth Management held its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) position steady in Q2 2026 at 7,600 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Mission Wealth Management first reported a position in SDCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $207K in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Mission Wealth Management held 7,600 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $201K as of Q2 2026.
Mission Wealth Management left its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund share count unchanged in Q2 2026.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1030 holding.
Mission Wealth Management first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2026 and has held it in 2 quarters since.
Mission Wealth Management's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $207K in Q1 2026.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.