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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
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
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BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arax Advisory Partners's UMI Position: Q1 2026 in Review

Arax Advisory Partners held its USCF Midstream Energy Income Fund (UMI) position steady in Q1 2026 at 300 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Arax Advisory Partners first reported a position in UMI in Q1 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold UMI as of Q1 2026.

  • Arax Advisory Partners held 300 shares of USCF Midstream Energy Income Fund worth $17.6K as of Q1 2026.
  • Arax Advisory Partners left its USCF Midstream Energy Income Fund share count unchanged in Q1 2026.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2167 holding.
  • Arax Advisory Partners first reported a position in USCF Midstream Energy Income Fund in Q1 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.