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Fischer Investment Strategies’s USCF Midstream Energy Income Fund UMI Stock Holding History

Fischer Investment Strategies’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 		$5.43M Buy
92,242
+9,196
+11% +$539K 2.59% 11
2026
Q1 		$4.87M Buy
+83,046
New +$4.54M 2.84% 11

Other funds holding UMI

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
PSI
Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Fischer Investment Strategies's UMI Position: Q2 2026 in Review

Fischer Investment Strategies increased its USCF Midstream Energy Income Fund (UMI) stake by 11% in Q2 2026, buying an estimated $539K and bringing the position to 92,242 shares worth $5.43M. The position accounts for 2.59% of the portfolio, ranked #11.

Fischer Investment Strategies first reported a position in UMI in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Fischer Investment Strategies held 92,242 shares of USCF Midstream Energy Income Fund worth $5.43M as of Q2 2026.
  • Fischer Investment Strategies bought 9,196 USCF Midstream Energy Income Fund shares in Q2 2026, an estimated $539K.
  • USCF Midstream Energy Income Fund made up 2.59% of Fischer Investment Strategies's portfolio in Q2 2026, its #11 holding.
  • Fischer Investment Strategies first reported a position in USCF Midstream Energy Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.