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Sharp Financial Services’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Sharp Financial Services’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
2026
Q2 		$350K Buy
13,250
+1,000
+8% +$27.8K 0.16% 90
2026
Q1 		$334K Sell
12,250
-5,450
-31% -$133K 0.16% 82
2025
Q4 		$390K Buy
+17,700
New +$406K 0.2% 74

Other funds holding SDCI

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Sharp Financial Services's SDCI Position: Q2 2026 in Review

Sharp Financial Services increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 8.2% in Q2 2026, buying an estimated $27.8K and bringing the position to 13,250 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #90.

Sharp Financial Services first reported a position in SDCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $390K in Q4 2025. 45 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • Sharp Financial Services held 13,250 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $350K as of Q2 2026.
  • Sharp Financial Services bought 1,000 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $27.8K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.16% of Sharp Financial Services's portfolio in Q2 2026, its #90 holding.
  • Sharp Financial Services first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q4 2025 and has held it in 3 quarters since.
  • Sharp Financial Services's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $390K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.