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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
Q2 		$351K Sell
5,957
-986
-14% -$57.8K 0.03% 210
2026
Q1 		$407K Hold
6,943
– – 0.04% 183
2025
Q4 		$341K Buy
+6,943
New +$345K 0.03% 191

Other funds holding UMI

HighTower Advisors
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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
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

Cascade Financial Partners's UMI Position: Q2 2026 in Review

Cascade Financial Partners reduced its USCF Midstream Energy Income Fund (UMI) stake by 14% in Q2 2026, selling an estimated $57.8K and leaving 5,957 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #210.

Cascade Financial Partners first reported a position in UMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $407K in Q1 2026. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Cascade Financial Partners held 5,957 shares of USCF Midstream Energy Income Fund worth $351K as of Q2 2026.
  • Cascade Financial Partners sold 986 USCF Midstream Energy Income Fund shares in Q2 2026, an estimated $57.8K.
  • USCF Midstream Energy Income Fund made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #210 holding.
  • Cascade Financial Partners first reported a position in USCF Midstream Energy Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Cascade Financial Partners's USCF Midstream Energy Income Fund position peaked at $407K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.