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

Symphony 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	$281K	Buy	+10,616	New	+$295K	0.03%	277

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

Symphony Financial's SDCI Position: Q2 2026 in Review

Symphony Financial opened a new position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) in Q2 2026: 10,616 shares worth $281K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings.

123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Symphony Financial held 10,616 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $281K as of Q2 2026.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund was a new Symphony Financial position in Q2 2026.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #277 holding.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.