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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
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

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Portside Wealth Group's SDCI Position: Q2 2026 in Review

Portside Wealth Group increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 9.4% in Q2 2026, buying an estimated $118K and bringing the position to 49,078 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #153.

Portside Wealth Group first reported a position in SDCI in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • Portside Wealth Group held 49,078 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $1.3M as of Q2 2026.
  • Portside Wealth Group bought 4,237 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $118K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.15% of Portside Wealth Group's portfolio in Q2 2026, its #153 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 2 quarters since.
  • 14 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.