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EverSource Wealth Advisors’s USCF Midstream Energy Income Fund UMI Stock Holding History

EverSource Wealth Advisors’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
2024
Q2 		– Hold
0
– – – 3052
2024
Q1 		– Hold
0
– – – 2888
2023
Q4 		– Sell
-29
Closed -$1.04K – 2626
2023
Q3 		$1.01K Buy
+29
New +$1.02K ﹤0.01% 2215

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

EverSource Wealth Advisors's UMI Position: Q2 2024 in Review

EverSource Wealth Advisors held its USCF Midstream Energy Income Fund (UMI) position steady in Q2 2024 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #3052.

EverSource Wealth Advisors first reported a position in UMI in Q3 2023 and has held it in 1 quarter since. The position peaked at $1.01K in Q3 2023. 26 funds tracked by Wall St. Rank hold UMI as of Q2 2024.

  • EverSource Wealth Advisors held 0 shares of USCF Midstream Energy Income Fund worth $13 as of Q2 2024.
  • EverSource Wealth Advisors left its USCF Midstream Energy Income Fund share count unchanged in Q2 2024.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2024, its #3052 holding.
  • EverSource Wealth Advisors first reported a position in USCF Midstream Energy Income Fund in Q3 2023 and has held it in 1 quarter since.
  • EverSource Wealth Advisors's USCF Midstream Energy Income Fund position peaked at $1.01K in Q3 2023.
  • 26 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.