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

Principia Wealth Advisory’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	$158K	Buy	5,980 +120	+2%	+$3.33K	0.08%	85
2026 Q1	$160K	Buy	5,860 +1,300	+29%	+$31.8K	0.09%	78
2025 Q4	$100K	Buy	4,560 +2,120	+87%	+$48.7K	0.06%	102
2025 Q3	$56.1K	Buy	2,440 +1,320	+118%	+$29.4K	0.04%	113
2025 Q2	$24.2K	Buy	1,120 +500	+81%	+$10.5K	0.02%	130
2025 Q1	$12.3K	Buy	620 +20	+3%	+$411	0.01%	124
2024 Q4	$11.7K	Buy	+600	New	+$12K	0.01%	120

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

Viaable Wayne, Pennsylvania $121M AUM

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 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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

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

Principia Wealth Advisory's SDCI Position: Q2 2026 in Review

Principia Wealth Advisory increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 2% in Q2 2026, buying an estimated $3.33K and bringing the position to 5,980 shares worth $158K. The position accounts for 0.08% of the portfolio, ranked #85.

Principia Wealth Advisory first reported a position in SDCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $160K in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Principia Wealth Advisory held 5,980 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $158K as of Q2 2026.
Principia Wealth Advisory bought 120 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $3.33K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.08% of Principia Wealth Advisory's portfolio in Q2 2026, its #85 holding.
Principia Wealth Advisory first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $160K 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.