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

Stifel Financial’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	$2.41M	Sell	90,986 -11,355	-11%	-$315K	﹤0.01%	1950
2026 Q1	$2.79M	Sell	102,341 -300	-0.3%	-$7.33K	﹤0.01%	1718
2025 Q4	$2.26M	Buy	+102,641	New	+$2.36M	﹤0.01%	1840

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

Viaable Wayne, Pennsylvania $121M AUM

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 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 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

Stifel Financial's SDCI Position: Q2 2026 in Review

Stifel Financial reduced its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 11% in Q2 2026, selling an estimated $315K and leaving 90,986 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Stifel Financial first reported a position in SDCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.79M in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Stifel Financial held 90,986 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $2.41M as of Q2 2026.
Stifel Financial sold 11,355 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $315K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1950 holding.
Stifel Financial 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.
Stifel Financial's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $2.79M in Q1 2026.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.