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

Sovereign Financial 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
2026
Q1 		$753K Buy
27,632
+93
+0.3% +$2.27K 0.13% 150
2025
Q4 		$607K Buy
27,539
+2,458
+10% +$56.4K 0.1% 164
2025
Q3 		$577K Buy
+25,081
New +$559K 0.11% 166

Other funds holding SDCI

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
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
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sovereign Financial Group's SDCI Position: Q1 2026 in Review

Sovereign Financial Group increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 0.34% in Q1 2026, buying an estimated $2.27K and bringing the position to 27,632 shares worth $753K. The position accounts for 0.13% of the portfolio, ranked #150.

Sovereign Financial Group first reported a position in SDCI in Q3 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

  • Sovereign Financial Group held 27,632 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $753K as of Q1 2026.
  • Sovereign Financial Group bought 93 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2026, an estimated $2.27K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.13% of Sovereign Financial Group's portfolio in Q1 2026, its #150 holding.
  • Sovereign Financial Group first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.