RVW Wealth’s US Commodity Index USCI Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-250	Closed	-$14.8K	–	348
2023 Q3	$14.8K	Buy	+250	New	+$14.5K	﹤0.01%	340

Other funds holding USCI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RVW Wealth's USCI Position: Q4 2023 in Review

RVW Wealth sold out of US Commodity Index (USCI) in Q4 2023, closing a stake of 250 shares — an estimated $14.8K sold.

RVW Wealth first reported a position in USCI in Q3 2023 and held it in 1 quarter. The position peaked at $14.8K in Q3 2023. 46 funds tracked by Wall St. Rank hold USCI as of Q4 2023.

RVW Wealth reported no remaining US Commodity Index position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 250 US Commodity Index shares in Q4 2023, an estimated $14.8K.
RVW Wealth first reported a position in US Commodity Index in Q3 2023 and held it in 1 quarter.
RVW Wealth's US Commodity Index position peaked at $14.8K in Q3 2023.
46 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.