Root Financial Partners
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Root Financial Partners’s US Commodity Index USCI Stock Holding History

Root Financial Partners’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.4K Buy
+241
New +$25K ﹤0.01% 1404
2026
Q2 		– Sell
-241
Closed -$23K – 3041
2026
Q1 		$23K Hold
241
– – ﹤0.01% 1239
2025
Q4 		$18.7K Buy
+241
New +$18.8K ﹤0.01% 1219

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LPL Financial
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Osaic Holdings
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Cetera Investment Advisers
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Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return
Focus Partners Advisor Solutions
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CLA (CliftonLarsonAllen) Wealth Advisors
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Root Financial Partners's USCI Position: Q3 2026 in Review

Root Financial Partners opened a new position in US Commodity Index (USCI) in Q3 2026: 241 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #1404 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in USCI as recently as Q1 2026.

Root Financial Partners first reported a position in USCI in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold USCI as of Q3 2026.

  • Root Financial Partners held 241 shares of US Commodity Index worth $26.4K as of Q3 2026.
  • US Commodity Index was a new Root Financial Partners position in Q3 2026.
  • US Commodity Index made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1404 holding.
  • Root Financial Partners first reported a position in US Commodity Index in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.