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Visionary Wealth Advisors’s US Commodity Index USCI Stock Holding History

Visionary Wealth Advisors’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
2021
Q4 		– Sell
-11,239
Closed -$460K – 398
2021
Q3 		$460K Buy
11,239
+1,196
+12% +$48K 0.05% 197
2021
Q2 		$406K Buy
+10,043
New +$395K 0.04% 225

Other funds holding USCI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Visionary Wealth Advisors's USCI Position: Q4 2021 in Review

Visionary Wealth Advisors sold out of US Commodity Index (USCI) in Q4 2021, closing a stake of 11,239 shares — an estimated $460K sold.

Visionary Wealth Advisors first reported a position in USCI in Q2 2021 and held it in 2 quarters. The position peaked at $460K in Q3 2021. 52 funds tracked by Wall St. Rank hold USCI as of Q4 2021.

  • Visionary Wealth Advisors reported no remaining US Commodity Index position as of Q4 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 11,239 US Commodity Index shares in Q4 2021, an estimated $460K.
  • Visionary Wealth Advisors first reported a position in US Commodity Index in Q2 2021 and held it in 2 quarters.
  • Visionary Wealth Advisors's US Commodity Index position peaked at $460K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2021.

Based on Visionary Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.