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

Prospera Financial Services’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
Q1 		– Sell
-36,312
Closed -$800K – 1493
2025
Q4 		$800K Buy
36,312
+2,078
+6% +$47.7K 0.01% 765
2025
Q3 		$787K Buy
34,234
+2,797
+9% +$62.4K 0.01% 772
2025
Q2 		$681K Buy
+31,437
New +$658K 0.01% 797

Other funds holding SDCI

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
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
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's SDCI Position: Q1 2026 in Review

Prospera Financial Services sold out of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q1 2026, closing a stake of 36,312 shares — an estimated $800K sold.

Prospera Financial Services first reported a position in SDCI in Q2 2025 and held it in 3 quarters. The position peaked at $800K in Q4 2025. 94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

  • Prospera Financial Services reported no remaining USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 36,312 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2026, an estimated $800K.
  • Prospera Financial Services first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q2 2025 and held it in 3 quarters.
  • Prospera Financial Services's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $800K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.