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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
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 $2.07B AUM 16.66% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westbourne Investments's SDCI Position: Q1 2026 in Review

Westbourne Investments increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 5.8% in Q1 2026, buying an estimated $29.5K and bringing the position to 22,216 shares worth $605K. The position accounts for 0.29% of the portfolio, ranked #77.

Westbourne Investments first reported a position in SDCI in Q3 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold SDCI as of Q1 2026.

  • Westbourne Investments held 22,216 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $605K as of Q1 2026.
  • Westbourne Investments bought 1,209 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q1 2026, an estimated $29.5K.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.29% of Westbourne Investments's portfolio in Q1 2026, its #77 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 3 quarters since.
  • 94 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.