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 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

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

HighTower Advisors's UMI Position: Q1 2026 in Review

HighTower Advisors increased its USCF Midstream Energy Income Fund (UMI) stake by 10% in Q1 2026, buying an estimated $32.2M and bringing the position to 6,367,995 shares worth $373M. The position accounts for 0.4% of the portfolio, ranked #43.

HighTower Advisors first reported a position in UMI in Q1 2021 and has held it in 21 quarters since. 43 funds tracked by Wall St. Rank hold UMI as of Q1 2026.

HighTower Advisors held 6,367,995 shares of USCF Midstream Energy Income Fund worth $373M as of Q1 2026.
HighTower Advisors bought 589,760 USCF Midstream Energy Income Fund shares in Q1 2026, an estimated $32.2M.
USCF Midstream Energy Income Fund made up 0.4% of HighTower Advisors's portfolio in Q1 2026, its #43 holding.
HighTower Advisors first reported a position in USCF Midstream Energy Income Fund in Q1 2021 and has held it in 21 quarters since.
43 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.