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Cascade Financial Partners’s USCF Midstream Energy Income Fund UMI Stock Holding History

Cascade Financial 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 		$407K Hold
6,943
– – 0.04% 183
2025
Q4 		$341K Buy
+6,943
New +$345K 0.03% 191

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FIS
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Envestnet Asset Management
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MML Investors Services
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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

Cascade Financial Partners's UMI Position: Q1 2026 in Review

Cascade Financial Partners held its USCF Midstream Energy Income Fund (UMI) position steady in Q1 2026 at 6,943 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #183.

Cascade Financial Partners 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.

  • Cascade Financial Partners held 6,943 shares of USCF Midstream Energy Income Fund worth $407K as of Q1 2026.
  • Cascade Financial Partners left its USCF Midstream Energy Income Fund share count unchanged in Q1 2026.
  • USCF Midstream Energy Income Fund made up 0.04% of Cascade Financial Partners's portfolio in Q1 2026, its #183 holding.
  • Cascade Financial Partners 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 Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.