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

FIG Financial 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
2025
Q4 		– Sell
-29,526
Closed -$1.52M – 81
2025
Q3 		$1.52M Buy
+29,526
New +$1.49M 0.95% 29

Other funds holding UMI

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Cetera Investment Advisers
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FIG Financial Advisory Services's UMI Position: Q4 2025 in Review

FIG Financial Advisory Services sold out of USCF Midstream Energy Income Fund (UMI) in Q4 2025, closing a stake of 29,526 shares — an estimated $1.52M sold.

FIG Financial Advisory Services first reported a position in UMI in Q3 2025 and held it in 1 quarter. The position peaked at $1.52M in Q3 2025. 35 funds tracked by Wall St. Rank hold UMI as of Q4 2025.

  • FIG Financial Advisory Services reported no remaining USCF Midstream Energy Income Fund position as of Q4 2025 after selling out during the quarter.
  • FIG Financial Advisory Services sold 29,526 USCF Midstream Energy Income Fund shares in Q4 2025, an estimated $1.52M.
  • FIG Financial Advisory Services first reported a position in USCF Midstream Energy Income Fund in Q3 2025 and held it in 1 quarter.
  • FIG Financial Advisory Services's USCF Midstream Energy Income Fund position peaked at $1.52M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q4 2025.

Based on FIG Financial Advisory Services's 13F filing for Q4 2025, filed 10 Aug 2026.