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Summit Financial’s US Commodity Index USCI Stock Holding History

Summit Financial’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
2026
Q1 		– Sell
-4,621
Closed -$359K – 1469
2025
Q4 		$359K Buy
+4,621
New +$361K 0.01% 1014
2020
Q1 		– Sell
-17,137
Closed -$632K – 46
2019
Q4 		$632K Sell
17,137
-335,017
-95% -$12.1M 0.11% 25
2019
Q3 		$13.1M Buy
352,154
+395
+0.1% +$14.2K 2.23% 7
2019
Q2 		$13M Sell
351,759
-60,435
-15% -$2.28M 2.19% 7
2019
Q1 		$16M Buy
412,194
+19,691
+5% +$763K 2.74% 7
2018
Q4 		$14.7M Buy
+392,503
New +$15.8M 2.86% 7

Other funds holding USCI

M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Summit Financial's USCI Position: Q1 2026 in Review

Summit Financial sold out of US Commodity Index (USCI) in Q1 2026, closing a stake of 4,621 shares — an estimated $359K sold.

Summit Financial first reported a position in USCI in Q4 2018 and held it in 6 quarters. The position peaked at $16M in Q1 2019. 71 funds tracked by Wall St. Rank hold USCI as of Q1 2026.

  • Summit Financial reported no remaining US Commodity Index position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 4,621 US Commodity Index shares in Q1 2026, an estimated $359K.
  • Summit Financial first reported a position in US Commodity Index in Q4 2018 and held it in 6 quarters.
  • Summit Financial's US Commodity Index position peaked at $16M in Q1 2019.
  • 71 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.