Richards, Merrill & Peterson
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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
Q3 		$308K Sell
9,875
-25
-0.3% -$741 0.09% 160
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

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

Richards, Merrill & Peterson's SDCI Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 0.25% in Q3 2026, selling an estimated $741 and leaving 9,875 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #160.

Richards, Merrill & Peterson first reported a position in SDCI in Q3 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold SDCI as of Q3 2026.

  • Richards, Merrill & Peterson held 9,875 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $308K as of Q3 2026.
  • Richards, Merrill & Peterson sold 25 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q3 2026, an estimated $741.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.09% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #160 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 5 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 Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.