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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
Q2 		$709K Buy
26,823
+13,085
+95% +$363K ﹤0.01% 1501
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 $2.24B AUM 16.9% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
V
Viaable Wayne, Pennsylvania $121M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Steward Partners Investment Advisory's SDCI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 95% in Q2 2026, buying an estimated $363K and bringing the position to 26,823 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Steward Partners Investment Advisory first reported a position in SDCI in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • Steward Partners Investment Advisory held 26,823 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $709K as of Q2 2026.
  • Steward Partners Investment Advisory bought 13,085 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $363K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1501 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 6 quarters since.
  • 123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.