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Rothschild Investment LLC’s US Commodity Index USCI Stock Holding History

Rothschild Investment LLC’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 		$46.3K Hold
500
– – ﹤0.01% 1270
2026
Q1 		$47.7K Hold
500
– – ﹤0.01% 1131
2025
Q4 		$38.8K Hold
500
– – ﹤0.01% 1100
2025
Q3 		$38.9K Hold
500
– – ﹤0.01% 1069
2025
Q2 		$36.6K Hold
500
– – ﹤0.01% 856
2025
Q1 		$36.1K Hold
500
– – ﹤0.01% 860
2024
Q4 		$33K Buy
+500
New +$32K ﹤0.01% 883

Other funds holding USCI

M
MATAURO New York $756M AUM 20.74% 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
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Rothschild Investment LLC's USCI Position: Q2 2026 in Review

Rothschild Investment LLC held its US Commodity Index (USCI) position steady in Q2 2026 at 500 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Rothschild Investment LLC first reported a position in USCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.7K in Q1 2026. 36 funds tracked by Wall St. Rank hold USCI as of Q2 2026.

  • Rothschild Investment LLC held 500 shares of US Commodity Index worth $46.3K as of Q2 2026.
  • Rothschild Investment LLC left its US Commodity Index share count unchanged in Q2 2026.
  • US Commodity Index made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1270 holding.
  • Rothschild Investment LLC first reported a position in US Commodity Index in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's US Commodity Index position peaked at $47.7K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.