Steward Partners Investment Advisory’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Steward Partners Investment Advisory’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	$374K	Buy	13,738 +11,548	+527%	+$282K	﹤0.01%	1672
2025 Q4	$48.2K	Buy	2,190 +948	+76%	+$21.8K	﹤0.01%	2690
2025 Q3	$28.6K	Hold	1,242	–	–	﹤0.01%	2916
2025 Q2	$26.9K	Hold	1,242	–	–	﹤0.01%	2780
2025 Q1	$26.4K	Buy	+1,242	New	+$25.5K	﹤0.01%	2677

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

Steward Partners Investment Advisory's SDCI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 527% in Q1 2026, buying an estimated $282K and bringing the position to 13,738 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Steward Partners Investment Advisory first reported a position in SDCI in Q1 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

Steward Partners Investment Advisory held 13,738 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $374K as of Q1 2026.
Steward Partners Investment Advisory bought 11,548 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2026, an estimated $282K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1672 holding.
Steward Partners Investment Advisory first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q1 2025 and has held it in 5 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.