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True Wealth Design’s US Commodity Index USCI Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-38
Closed -$2.96K – 2823
2025
Q3 		$2.96K Buy
+38
New +$2.87K ﹤0.01% 1313

Other funds holding USCI

M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

True Wealth Design's USCI Position: Q4 2025 in Review

True Wealth Design sold out of US Commodity Index (USCI) in Q4 2025, closing a stake of 38 shares — an estimated $2.96K sold.

True Wealth Design first reported a position in USCI in Q3 2025 and held it in 1 quarter. The position peaked at $2.96K in Q3 2025. 68 funds tracked by Wall St. Rank hold USCI as of Q4 2025.

  • True Wealth Design reported no remaining US Commodity Index position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 38 US Commodity Index shares in Q4 2025, an estimated $2.96K.
  • True Wealth Design first reported a position in US Commodity Index in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's US Commodity Index position peaked at $2.96K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.