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

HighTower 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
2026
Q2 		$351M Sell
5,965,914
-402,081
-6% -$23.6M 0.34% 57
2026
Q1 		$373M Buy
6,367,995
+589,760
+10% +$32.2M 0.4% 43
2025
Q4 		$284M Buy
5,778,235
+319,701
+6% +$15.9M 0.31% 60
2025
Q3 		$280M Buy
5,458,534
+232,773
+4% +$11.7M 0.32% 64
2025
Q2 		$267M Buy
5,225,761
+453,603
+10% +$22.5M 0.33% 58
2025
Q1 		$248M Sell
4,772,158
-408,879
-8% -$21.1M 0.34% 56
2024
Q4 		$257M Buy
5,181,037
+58,892
+1% +$2.89M 0.35% 55
2024
Q3 		$230M Buy
5,122,145
+226,179
+5% +$9.86M 0.33% 58
2024
Q2 		$206M Buy
4,895,966
+174,129
+4% +$7.09M 0.32% 57
2024
Q1 		$190M Sell
4,721,837
-27,848
-0.6% -$1.05M 0.31% 65
2023
Q4 		$173M Buy
4,749,685
+115,082
+2% +$4.12M 0.29% 71
2023
Q3 		$164M Buy
4,634,603
+179,600
+4% +$6.32M 0.31% 66
2023
Q2 		$153M Buy
4,455,003
+179,631
+4% +$5.98M 0.3% 66
2023
Q1 		$141M Buy
4,275,372
+413,245
+11% +$14M 0.31% 67
2022
Q4 		$129M Buy
3,862,127
+173,473
+5% +$5.89M 0.3% 69
2022
Q3 		$115M Buy
3,688,654
+187,340
+5% +$6.29M 0.31% 66
2022
Q2 		$109M Buy
3,501,314
+282,701
+9% +$9.77M 0.28% 77
2022
Q1 		$113M Buy
3,218,613
+181,746
+6% +$5.87M 0.25% 87
2021
Q4 		$87.9M Buy
3,036,867
+200,060
+7% +$6M 0.19% 116
2021
Q3 		$83.1M Buy
2,836,807
+228,170
+9% +$6.47M 0.22% 100
2021
Q2 		$76.6M Buy
2,608,637
+1,100,003
+73% +$30.7M 0.22% 102
2021
Q1 		$37.8M Buy
+1,508,634
New +$37.7M 0.12% 170

Other funds holding UMI

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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

HighTower Advisors's UMI Position: Q2 2026 in Review

HighTower Advisors reduced its USCF Midstream Energy Income Fund (UMI) stake by 6.3% in Q2 2026, selling an estimated $23.6M and leaving 5,965,914 shares worth $351M. The position accounts for 0.34% of the portfolio, ranked #57.

HighTower Advisors first reported a position in UMI in Q1 2021 and has held it in 22 quarters since. The position peaked at $373M in Q1 2026. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • HighTower Advisors held 5,965,914 shares of USCF Midstream Energy Income Fund worth $351M as of Q2 2026.
  • HighTower Advisors sold 402,081 USCF Midstream Energy Income Fund shares in Q2 2026, an estimated $23.6M.
  • USCF Midstream Energy Income Fund made up 0.34% of HighTower Advisors's portfolio in Q2 2026, its #57 holding.
  • HighTower Advisors first reported a position in USCF Midstream Energy Income Fund in Q1 2021 and has held it in 22 quarters since.
  • HighTower Advisors's USCF Midstream Energy Income Fund position peaked at $373M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.