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

Westbourne Investments’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 		$487K Sell
18,409
-3,807
-17% -$106K 0.2% 93
2026
Q1 		$605K Buy
22,216
+1,209
+6% +$29.5K 0.29% 77
2025
Q4 		$463K Buy
21,007
+3,692
+21% +$84.8K 0.22% 90
2025
Q3 		$400K Buy
+17,315
New +$386K 0.19% 87

Other funds holding SDCI

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
V
Viaable Wayne, Pennsylvania $121M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Westbourne Investments's SDCI Position: Q2 2026 in Review

Westbourne Investments reduced its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 17% in Q2 2026, selling an estimated $106K and leaving 18,409 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #93.

Westbourne Investments first reported a position in SDCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $605K in Q1 2026. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • Westbourne Investments held 18,409 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $487K as of Q2 2026.
  • Westbourne Investments sold 3,807 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $106K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.2% of Westbourne Investments's portfolio in Q2 2026, its #93 holding.
  • Westbourne Investments 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.
  • Westbourne Investments's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $605K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.