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

TAP Consulting’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
2024
Q4 		$972K Sell
50,053
-934
-2% -$18.6K 0.2% 98
2024
Q3 		$990K Sell
50,987
-1,645
-3% -$31.3K 0.19% 104
2024
Q2 		$1.02M Sell
52,632
-11,149
-17% -$216K 0.21% 105
2024
Q1 		$1.21M Sell
63,781
-4,275
-6% -$76.9K 0.27% 95
2023
Q4 		$1.19M Buy
+68,056
New +$1.23M 0.28% 83

Other funds holding SDCI

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

TAP Consulting's SDCI Position: Q4 2024 in Review

TAP Consulting reduced its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 1.8% in Q4 2024, selling an estimated $18.6K and leaving 50,053 shares worth $972K. The position accounts for 0.2% of the portfolio, ranked #98.

TAP Consulting first reported a position in SDCI in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.21M in Q1 2024. 17 funds tracked by Wall St. Rank hold SDCI as of Q4 2024.

  • TAP Consulting held 50,053 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $972K as of Q4 2024.
  • TAP Consulting sold 934 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q4 2024, an estimated $18.6K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.2% of TAP Consulting's portfolio in Q4 2024, its #98 holding.
  • TAP Consulting first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q4 2023 and has held it in 5 quarters since.
  • TAP Consulting's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $1.21M in Q1 2024.
  • 17 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.