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Winter & Associates’s US Commodity Index USCI Stock Holding History

Winter & Associates’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
2026
Q2 		$1.89M Buy
20,377
+7,832
+62% +$762K 1.42% 20
2026
Q1 		$1.21M Buy
12,545
+4,313
+52% +$370K 1.06% 26
2025
Q4 		$639K Buy
+8,232
New +$643K 0.59% 38

Other funds holding USCI

M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Winter & Associates's USCI Position: Q2 2026 in Review

Winter & Associates increased its US Commodity Index (USCI) stake by 62% in Q2 2026, buying an estimated $762K and bringing the position to 20,377 shares worth $1.89M. The position accounts for 1.42% of the portfolio, ranked #20.

Winter & Associates first reported a position in USCI in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold USCI as of Q2 2026.

  • Winter & Associates held 20,377 shares of US Commodity Index worth $1.89M as of Q2 2026.
  • Winter & Associates bought 7,832 US Commodity Index shares in Q2 2026, an estimated $762K.
  • US Commodity Index made up 1.42% of Winter & Associates's portfolio in Q2 2026, its #20 holding.
  • Winter & Associates first reported a position in US Commodity Index in Q4 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.