Arax Advisory Partners’s USCF Midstream Energy Income Fund UMI Stock Holding History

Arax Advisory Partners’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	$17.7K	Hold	300	–	–	﹤0.01%	4043
2026 Q1	$17.6K	Hold	300	–	–	﹤0.01%	2167
2025 Q4	$14.7K	Hold	300	–	–	﹤0.01%	2290
2025 Q3	$15.4K	Hold	300	–	–	﹤0.01%	2393
2025 Q2	$15.3K	Hold	300	–	–	﹤0.01%	1780
2025 Q1	$15.6K	Buy	+300	New	+$15.5K	﹤0.01%	1407

Other funds holding UMI

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Arax Advisory Partners's UMI Position: Q2 2026 in Review

Arax Advisory Partners held its USCF Midstream Energy Income Fund (UMI) position steady in Q2 2026 at 300 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4043.

Arax Advisory Partners first reported a position in UMI in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

Arax Advisory Partners held 300 shares of USCF Midstream Energy Income Fund worth $17.7K as of Q2 2026.
Arax Advisory Partners left its USCF Midstream Energy Income Fund share count unchanged in Q2 2026.
USCF Midstream Energy Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4043 holding.
Arax Advisory Partners first reported a position in USCF Midstream Energy Income Fund in Q1 2025 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.