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Brookwood Investment Group’s USCF Midstream Energy Income Fund UMI Stock Holding History

Brookwood Investment Group’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 		$5.55M Buy
94,665
+40,996
+76% +$2.24M 0.68% 31
2025
Q4 		$2.63M Buy
+53,669
New +$2.67M 0.32% 59

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Brookwood Investment Group's UMI Position: Q1 2026 in Review

Brookwood Investment Group increased its USCF Midstream Energy Income Fund (UMI) stake by 76% in Q1 2026, buying an estimated $2.24M and bringing the position to 94,665 shares worth $5.55M. The position accounts for 0.68% of the portfolio, ranked #31.

Brookwood Investment Group first reported a position in UMI in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold UMI as of Q1 2026.

  • Brookwood Investment Group held 94,665 shares of USCF Midstream Energy Income Fund worth $5.55M as of Q1 2026.
  • Brookwood Investment Group bought 40,996 USCF Midstream Energy Income Fund shares in Q1 2026, an estimated $2.24M.
  • USCF Midstream Energy Income Fund made up 0.68% of Brookwood Investment Group's portfolio in Q1 2026, its #31 holding.
  • Brookwood Investment Group first reported a position in USCF Midstream Energy Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.