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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FNBT

FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return

Coppell Advisory Solutions's UMI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of USCF Midstream Energy Income Fund (UMI) in Q1 2025, closing a stake of 167 shares — an estimated $8.28K sold.

Coppell Advisory Solutions first reported a position in UMI in Q4 2022 and held it in 7 quarters. The position peaked at $8.28K in Q4 2024. 36 funds tracked by Wall St. Rank hold UMI as of Q1 2025.

Coppell Advisory Solutions reported no remaining USCF Midstream Energy Income Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 167 USCF Midstream Energy Income Fund shares in Q1 2025, an estimated $8.28K.
Coppell Advisory Solutions first reported a position in USCF Midstream Energy Income Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's USCF Midstream Energy Income Fund position peaked at $8.28K in Q4 2024.
36 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.