RFP
USCI icon

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
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

Other funds holding USCI

M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Root Financial Partners's USCI Position: Q2 2026 in Review

Root Financial Partners sold out of US Commodity Index (USCI) in Q2 2026, closing a stake of 241 shares — an estimated $23K sold.

Root Financial Partners first reported a position in USCI in Q4 2025 and held it in 2 quarters. The position peaked at $23K in Q1 2026. 64 funds tracked by Wall St. Rank hold USCI as of Q2 2026.

  • Root Financial Partners reported no remaining US Commodity Index position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 241 US Commodity Index shares in Q2 2026, an estimated $23K.
  • Root Financial Partners first reported a position in US Commodity Index in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's US Commodity Index position peaked at $23K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.