McCarley & Cook Financial Planners’s US Commodity Index USCI Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$13.2K	Hold	121	–	–	0.01%	161
2026 Q2	$11.2K	Hold	121	–	–	0.01%	156
2026 Q1	$11.5K	Hold	121	–	–	0.01%	155
2025 Q4	$9.39K	Buy	+121	New	+$9.45K	0.01%	159

Other funds holding USCI

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

McCarley & Cook Financial Planners's USCI Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its US Commodity Index (USCI) position steady in Q3 2026 at 121 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #161.

McCarley & Cook Financial Planners first reported a position in USCI in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold USCI as of Q3 2026.

McCarley & Cook Financial Planners held 121 shares of US Commodity Index worth $13.2K as of Q3 2026.
McCarley & Cook Financial Planners left its US Commodity Index share count unchanged in Q3 2026.
US Commodity Index made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #161 holding.
McCarley & Cook Financial Planners first reported a position in US Commodity Index in Q4 2025 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.