Steward Partners Investment Advisory’s US Commodity Index USCI Stock Holding History

Steward Partners Investment Advisory’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
2021 Q2	–	Sell	-117	Closed	-$4.17K	–	7412
2021 Q1	$4.17K	Buy	+117	New	+$4.11K	﹤0.01%	3055
2018 Q2	–	Sell	-53	Closed	-$2K	–	2548
2018 Q1	$2K	Hold	53	–	–	﹤0.01%	2047
2017 Q4	$2K	Hold	53	–	–	﹤0.01%	1727
2017 Q3	$2K	Sell	53 -4	-7%	-$158	﹤0.01%	1527
2017 Q2	$2K	Sell	57 -86	-60%	-$3.3K	﹤0.01%	1447
2017 Q1	$5K	Buy	143 +57	+66%	+$2.27K	﹤0.01%	1138
2016 Q4	$3K	Buy	+86	New	+$3.55K	﹤0.01%	727

Other funds holding USCI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Steward Partners Investment Advisory's USCI Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of US Commodity Index (USCI) in Q2 2021, closing a stake of 117 shares — an estimated $4.17K sold.

Steward Partners Investment Advisory first reported a position in USCI in Q4 2016 and held it in 7 quarters. The position peaked at $5K in Q1 2017. 48 funds tracked by Wall St. Rank hold USCI as of Q2 2021.

Steward Partners Investment Advisory reported no remaining US Commodity Index position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 117 US Commodity Index shares in Q2 2021, an estimated $4.17K.
Steward Partners Investment Advisory first reported a position in US Commodity Index in Q4 2016 and held it in 7 quarters.
Steward Partners Investment Advisory's US Commodity Index position peaked at $5K in Q1 2017.
48 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.