Diversify Advisory Services’s USCF Midstream Energy Income Fund UMI Stock Holding History

Diversify Advisory Services’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	$271K	Buy	+4,508	New	+$264K	﹤0.01%	1091

Other funds holding UMI

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Diversify Advisory Services's UMI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in USCF Midstream Energy Income Fund (UMI) in Q2 2026: 4,508 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings.

51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

Diversify Advisory Services held 4,508 shares of USCF Midstream Energy Income Fund worth $271K as of Q2 2026.
USCF Midstream Energy Income Fund was a new Diversify Advisory Services position in Q2 2026.
USCF Midstream Energy Income Fund made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1091 holding.
51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.