RMP
SDCI icon

Richards, Merrill & Peterson’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Richards, Merrill & Peterson’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 		$262K Sell
9,900
-850
-8% -$23.6K 0.08% 168
2026
Q1 		$293K Hold
10,750
– – 0.11% 158
2025
Q4 		$237K Sell
10,750
-50
-0.5% -$1.15K 0.09% 164
2025
Q3 		$248K Buy
+10,800
New +$241K 0.11% 148

Other funds holding SDCI

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Richards, Merrill & Peterson's SDCI Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 7.9% in Q2 2026, selling an estimated $23.6K and leaving 9,900 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #168.

Richards, Merrill & Peterson first reported a position in SDCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $293K in Q1 2026. 14 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • Richards, Merrill & Peterson held 9,900 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $262K as of Q2 2026.
  • Richards, Merrill & Peterson sold 850 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $23.6K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.08% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #168 holding.
  • Richards, Merrill & Peterson first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2025 and has held it in 4 quarters since.
  • Richards, Merrill & Peterson's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $293K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.