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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
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

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Principia Wealth Advisory's SDCI Position: Q4 2025 in Review

Principia Wealth Advisory increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 87% in Q4 2025, buying an estimated $48.7K and bringing the position to 4,560 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #102.

Principia Wealth Advisory first reported a position in SDCI in Q4 2024 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold SDCI as of Q4 2025.

  • Principia Wealth Advisory held 4,560 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $100K as of Q4 2025.
  • Principia Wealth Advisory bought 2,120 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q4 2025, an estimated $48.7K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.06% of Principia Wealth Advisory's portfolio in Q4 2025, its #102 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 5 quarters since.
  • 58 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.