Prosperitas Financial
SDCI icon

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

Prosperitas Financial’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 		$2.11M Buy
67,530
+6,748
+11% +$200K 0.64% 38
2026
Q2 		$1.61M Buy
60,782
+884
+1% +$24.5K 0.51% 38
2026
Q1 		$1.63M Buy
+59,898
New +$1.46M 0.61% 36

Other funds holding SDCI

3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prosperitas Financial's SDCI Position: Q3 2026 in Review

Prosperitas Financial increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 11% in Q3 2026, buying an estimated $200K and bringing the position to 67,530 shares worth $2.11M. The position accounts for 0.64% of the portfolio, ranked #38.

Prosperitas Financial first reported a position in SDCI in Q1 2026 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold SDCI as of Q3 2026.

  • Prosperitas Financial held 67,530 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $2.11M as of Q3 2026.
  • Prosperitas Financial bought 6,748 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q3 2026, an estimated $200K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.64% of Prosperitas Financial's portfolio in Q3 2026, its #38 holding.
  • Prosperitas Financial 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.
  • 121 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.