NWA
USCI icon

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
Q2 		$402K Buy
4,334
+150
+4% +$14.6K 0.15% 109
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 $756M AUM 20.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Navis Wealth Advisors's USCI Position: Q2 2026 in Review

Navis Wealth Advisors increased its US Commodity Index (USCI) stake by 3.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 4,334 shares worth $402K. The position accounts for 0.15% of the portfolio, ranked #109.

Navis Wealth Advisors first reported a position in USCI in Q3 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold USCI as of Q2 2026.

  • Navis Wealth Advisors held 4,334 shares of US Commodity Index worth $402K as of Q2 2026.
  • Navis Wealth Advisors bought 150 US Commodity Index shares in Q2 2026, an estimated $14.6K.
  • US Commodity Index made up 0.15% of Navis Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Navis Wealth Advisors first reported a position in US Commodity Index in Q3 2025 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.