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SageView Advisory Group’s US Commodity Index USCI Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-15
Closed -$1.17K – 2324
2025
Q4 		$1.17K Buy
+15
New +$1.17K ﹤0.01% 2341

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

SageView Advisory Group's USCI Position: Q1 2026 in Review

SageView Advisory Group sold out of US Commodity Index (USCI) in Q1 2026, closing a stake of 15 shares — an estimated $1.17K sold.

SageView Advisory Group first reported a position in USCI in Q4 2025 and held it in 1 quarter. The position peaked at $1.17K in Q4 2025. 71 funds tracked by Wall St. Rank hold USCI as of Q1 2026.

  • SageView Advisory Group reported no remaining US Commodity Index position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 15 US Commodity Index shares in Q1 2026, an estimated $1.17K.
  • SageView Advisory Group first reported a position in US Commodity Index in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's US Commodity Index position peaked at $1.17K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.