Creative Planning
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Creative Planning’s USCF Midstream Energy Income Fund UMI Stock Holding History

Creative Planning’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 		$365K Hold
6,210
– – ﹤0.01% 3424
2026
Q1 		$364K Buy
+6,210
New +$340K ﹤0.01% 3276

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Creative Planning's UMI Position: Q2 2026 in Review

Creative Planning held its USCF Midstream Energy Income Fund (UMI) position steady in Q2 2026 at 6,210 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

Creative Planning first reported a position in UMI in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Creative Planning held 6,210 shares of USCF Midstream Energy Income Fund worth $365K as of Q2 2026.
  • Creative Planning left its USCF Midstream Energy Income Fund share count unchanged in Q2 2026.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3424 holding.
  • Creative Planning first reported a position in USCF Midstream Energy Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.