Creative Planning
Position in USCI — United States Commodity Index Funds Trust
CIK 1540235
OVERLAND PARK, KS
Position in USCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$670,620
-$113,482 QoQ
Shares Held
7,239
-12.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 66 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USCI Over Time
Shares Held
Position Value (USD)
All Filings in USCI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,620 | 7,239 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $784,102 | 8,226 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $552,893 | 7,124 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $554,959 | 7,124 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $529,446 | 7,224 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $520,994 | 7,224 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $476,639 | 7,224 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $408,847 | 6,551 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $407,668 | 6,551 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $399,283 | 6,551 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||