Wealth Enhancement Advisory Services’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Wealth Enhancement Advisory Services’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	$944K	Buy	34,519 +2,714	+9%	+$75.3K	﹤0.01%	2113
2026 Q1	$874K	Buy	31,805 +4,199	+15%	+$103K	﹤0.01%	1901
2025 Q4	$623K	Buy	27,606 +9,547	+53%	+$219K	﹤0.01%	2316
2025 Q3	$414K	Buy	+18,059	New	+$403K	﹤0.01%	2522

Other funds holding SDCI

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's SDCI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 8.5% in Q2 2026, buying an estimated $75.3K and bringing the position to 34,519 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Wealth Enhancement Advisory Services first reported a position in SDCI in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Wealth Enhancement Advisory Services held 34,519 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $944K as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,714 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $75.3K.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2113 holding.
Wealth Enhancement Advisory Services first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q3 2025 and has held it in 4 quarters since.
14 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.