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Ameritas Advisory Services’s USCF Midstream Energy Income Fund UMI Stock Holding History

Ameritas Advisory Services’s Portfolio UMI Stock Details UMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49K Buy
+833
New +$48.8K ﹤0.01% 1253
2025
Q3 		– Sell
-833
Closed -$42.5K – 2889
2025
Q2 		$42.5K Buy
+833
New +$41.3K ﹤0.01% 1384

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Ameritas Advisory Services's UMI Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in USCF Midstream Energy Income Fund (UMI) in Q2 2026: 833 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #1253 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in UMI as recently as Q2 2025.

Ameritas Advisory Services first reported a position in UMI in Q2 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Ameritas Advisory Services held 833 shares of USCF Midstream Energy Income Fund worth $49K as of Q2 2026.
  • USCF Midstream Energy Income Fund was a new Ameritas Advisory Services position in Q2 2026.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1253 holding.
  • Ameritas Advisory Services first reported a position in USCF Midstream Energy Income Fund in Q2 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.