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

Peak Financial 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 		$10.1M Buy
380,981
+3,559
+0.9% +$98.8K 2.31% 18
2026
Q1 		$10.3M Buy
377,422
+11,634
+3% +$284K 2.61% 17
2025
Q4 		$8.06M Buy
365,788
+19,279
+6% +$443K 2.08% 20
2025
Q3 		$7.97M Buy
346,509
+112,219
+48% +$2.5M 2.11% 18
2025
Q2 		$5.07M Buy
+234,290
New +$4.91M 1.44% 21

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
V
Viaable Wayne, Pennsylvania $121M AUM
Morgan Stanley
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
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
Raymond James Financial
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Peak Financial Management's SDCI Position: Q2 2026 in Review

Peak Financial Management increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 0.94% in Q2 2026, buying an estimated $98.8K and bringing the position to 380,981 shares worth $10.1M. The position accounts for 2.31% of the portfolio, ranked #18.

Peak Financial Management first reported a position in SDCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.3M in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • Peak Financial Management held 380,981 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $10.1M as of Q2 2026.
  • Peak Financial Management bought 3,559 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $98.8K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 2.31% of Peak Financial Management's portfolio in Q2 2026, its #18 holding.
  • Peak Financial Management first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q2 2025 and has held it in 5 quarters since.
  • Peak Financial Management's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $10.3M 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 Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.