Cetera Investment Advisers
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Cetera Investment Advisers’s USCF Midstream Energy Income Fund UMI Stock Holding History

Cetera Investment Advisers’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 		– Sell
-56,138
Closed -$2.76M – 4971
2025
Q4 		$2.76M Buy
56,138
+2,719
+5% +$135K ﹤0.01% 1935
2025
Q3 		$2.74M Buy
+53,419
New +$2.69M ﹤0.01% 1900

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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

Cetera Investment Advisers's UMI Position: Q1 2026 in Review

Cetera Investment Advisers sold out of USCF Midstream Energy Income Fund (UMI) in Q1 2026, closing a stake of 56,138 shares — an estimated $2.76M sold.

Cetera Investment Advisers first reported a position in UMI in Q3 2025 and held it in 2 quarters. The position peaked at $2.76M in Q4 2025. 43 funds tracked by Wall St. Rank hold UMI as of Q1 2026.

  • Cetera Investment Advisers reported no remaining USCF Midstream Energy Income Fund position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 56,138 USCF Midstream Energy Income Fund shares in Q1 2026, an estimated $2.76M.
  • Cetera Investment Advisers first reported a position in USCF Midstream Energy Income Fund in Q3 2025 and held it in 2 quarters.
  • Cetera Investment Advisers's USCF Midstream Energy Income Fund position peaked at $2.76M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.