Raymond James Financial
SDCI icon

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

Raymond James 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
Q1 		$9.95M Buy
365,357
+52,544
+17% +$1.28M ﹤0.01% 2030
2025
Q4 		$6.89M Buy
312,813
+301,016
+2,552% +$6.91M ﹤0.01% 2263
2025
Q3 		$271K Buy
+11,797
New +$263K ﹤0.01% 4467

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
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
AFG
ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return

Raymond James Financial's SDCI Position: Q1 2026 in Review

Raymond James Financial increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 17% in Q1 2026, buying an estimated $1.28M and bringing the position to 365,357 shares worth $9.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Raymond James Financial first reported a position in SDCI in Q3 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

  • Raymond James Financial held 365,357 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $9.95M as of Q1 2026.
  • Raymond James Financial bought 52,544 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2026, an estimated $1.28M.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2030 holding.
  • Raymond James Financial first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.