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Coppell Advisory Solutions’s USCF Midstream Energy Income Fund UMI Stock Holding History

Coppell Advisory Solutions’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 		$1.08M Buy
+334
New +$19.6K 0.09% 181
2025
Q1 		– Sell
-167
Closed -$8.28K – 1776
2024
Q4 		$8.28K Hold
167
– – ﹤0.01% 1179
2024
Q3 		$7.47K Hold
167
– – ﹤0.01% 1158
2024
Q2 		$7.02K Buy
+167
New +$6.8K ﹤0.01% 1116
2023
Q4 		$6.1K Hold
167
– – ﹤0.01% 1066
2023
Q3 		$5.59K Hold
167
– – ﹤0.01% 702
2023
Q2 		$5.68K Buy
+167
New +$5.56K ﹤0.01% 828
2023
Q1 		– Sell
-167
Closed -$5.59K – 1025
2022
Q4 		$5.59K Buy
+167
New +$5.67K ﹤0.01% 707

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Coppell Advisory Solutions's UMI Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in USCF Midstream Energy Income Fund (UMI) in Q2 2026: 334 shares worth $1.08M. The stake represents 0.09% of the portfolio and ranks #181 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in UMI as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in UMI in Q4 2022 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Coppell Advisory Solutions held 334 shares of USCF Midstream Energy Income Fund worth $1.08M as of Q2 2026.
  • USCF Midstream Energy Income Fund was a new Coppell Advisory Solutions position in Q2 2026.
  • USCF Midstream Energy Income Fund made up 0.09% of Coppell Advisory Solutions's portfolio in Q2 2026, its #181 holding.
  • Coppell Advisory Solutions first reported a position in USCF Midstream Energy Income Fund in Q4 2022 and has held it in 8 quarters since.
  • 50 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.