Avantax Advisory Services’s USCF Midstream Energy Income Fund UMI Stock Holding History
Bought
Maintained
Sold
Other funds holding UMI
IWP
SC
DAS
Avantax Advisory Services's UMI Position: Q2 2025 in Review
Avantax Advisory Services increased its USCF Midstream Energy Income Fund (UMI) stake by 2.4% in Q2 2025, buying an estimated $139K and bringing the position to 119,783 shares worth $6.11M. The position accounts for 0.03% of the portfolio, ranked #389.
Avantax Advisory Services first reported a position in UMI in Q4 2024 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold UMI as of Q2 2025.
- Avantax Advisory Services held 119,783 shares of USCF Midstream Energy Income Fund worth $6.11M as of Q2 2025.
- Avantax Advisory Services bought 2,799 USCF Midstream Energy Income Fund shares in Q2 2025, an estimated $139K.
- USCF Midstream Energy Income Fund made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #389 holding.
- Avantax Advisory Services first reported a position in USCF Midstream Energy Income Fund in Q4 2024 and has held it in 3 quarters since.
- 39 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.