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SageView Advisory Group’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

SageView Advisory Group’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
2025
Q4 		$39.9K Buy
+1,810
New +$41.6K ﹤0.01% 1169

Other funds holding SDCI

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

SageView Advisory Group's SDCI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q4 2025: 1,810 shares worth $39.9K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings.

58 funds tracked by Wall St. Rank hold SDCI as of Q4 2025.

  • SageView Advisory Group held 1,810 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $39.9K as of Q4 2025.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund was a new SageView Advisory Group position in Q4 2025.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1169 holding.
  • 58 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.