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

Portside Wealth Group’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
Q3 		$1.65M Buy
52,853
+3,775
+8% +$112K 0.18% 119
2026
Q2 		$1.3M Buy
49,078
+4,237
+9% +$118K 0.15% 153
2026
Q1 		$1.22M Buy
+44,841
New +$1.1M 0.17% 143

Other funds holding SDCI

SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
BKM Wealth Management
BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Portside Wealth Group's SDCI Position: Q3 2026 in Review

Portside Wealth Group increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 7.7% in Q3 2026, buying an estimated $112K and bringing the position to 52,853 shares worth $1.65M. The position accounts for 0.18% of the portfolio, ranked #119.

Portside Wealth Group first reported a position in SDCI in Q1 2026 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold SDCI as of Q3 2026.

  • Portside Wealth Group held 52,853 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $1.65M as of Q3 2026.
  • Portside Wealth Group bought 3,775 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q3 2026, an estimated $112K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.18% of Portside Wealth Group's portfolio in Q3 2026, its #119 holding.
  • Portside Wealth Group first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2026 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.