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Navis Wealth Advisors’s US Commodity Index USCI Stock Holding History

Navis Wealth Advisors’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 		$399K Hold
4,184
– – 0.2% 113
2025
Q4 		$325K Buy
4,184
+823
+24% +$64.3K 0.14% 132
2025
Q3 		$262K Buy
+3,361
New +$254K 0.2% 100

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Navis Wealth Advisors's USCI Position: Q1 2026 in Review

Navis Wealth Advisors held its US Commodity Index (USCI) position steady in Q1 2026 at 4,184 shares worth $399K. The position accounts for 0.2% of the portfolio, ranked #113.

Navis Wealth Advisors first reported a position in USCI in Q3 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold USCI as of Q1 2026.

  • Navis Wealth Advisors held 4,184 shares of US Commodity Index worth $399K as of Q1 2026.
  • Navis Wealth Advisors left its US Commodity Index share count unchanged in Q1 2026.
  • US Commodity Index made up 0.2% of Navis Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • Navis Wealth Advisors first reported a position in US Commodity Index in Q3 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.