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Toth Financial Advisory’s US Commodity Index USCI Stock Holding History

Toth Financial 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
2026
Q1 		$2.38K Hold
25
– – ﹤0.01% 708
2025
Q4 		$1.94K Hold
25
– – ﹤0.01% 716
2025
Q3 		$1.95K Hold
25
– – ﹤0.01% 696
2025
Q2 		$1.83K Hold
25
– – ﹤0.01% 644
2025
Q1 		$1.8K Hold
25
– – ﹤0.01% 610
2024
Q4 		$1.65K Hold
25
– – ﹤0.01% 607
2024
Q3 		$1.56K Hold
25
– – ﹤0.01% 628
2024
Q2 		$1.56K Hold
25
– – ﹤0.01% 639
2024
Q1 		$1.52K Hold
25
– – ﹤0.01% 641
2023
Q4 		$1.41K Hold
25
– – ﹤0.01% 661
2023
Q3 		$1.48K Buy
+25
New +$1.45K ﹤0.01% 671
2022
Q3 		– Sell
-25
Closed -$1K – 803
2022
Q2 		$1K Buy
+25
New +$1.46K ﹤0.01% 675

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return