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Diversify Wealth Management’s USCF Midstream Energy Income Fund UMI Stock Holding History

Diversify Wealth Management’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
+21
+0.5% +$1.23K ﹤0.01% 1091
2026
Q1 		$262K Buy
+4,487
New +$245K ﹤0.01% 1004

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

Diversify Wealth Management's UMI Position: Q2 2026 in Review

Diversify Wealth Management increased its USCF Midstream Energy Income Fund (UMI) stake by 0.47% in Q2 2026, buying an estimated $1.23K and bringing the position to 4,508 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Diversify Wealth Management 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.

  • Diversify Wealth Management held 4,508 shares of USCF Midstream Energy Income Fund worth $271K as of Q2 2026.
  • Diversify Wealth Management bought 21 USCF Midstream Energy Income Fund shares in Q2 2026, an estimated $1.23K.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1091 holding.
  • Diversify Wealth Management 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.