HR
UMI icon

Howe & Rusling’s USCF Midstream Energy Income Fund UMI Stock Holding History

Howe & Rusling’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 		– Sell
-4,301
Closed -$211K – 511
2025
Q4 		$211K Hold
4,301
– – 0.01% 291
2025
Q3 		$221K Sell
4,301
-299
-7% -$15K 0.02% 277
2025
Q2 		$235K Hold
4,600
– – 0.02% 263
2025
Q1 		$239K Hold
4,600
– – 0.02% 242
2024
Q4 		$228K Buy
+4,600
New +$226K 0.02% 237

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Howe & Rusling's UMI Position: Q1 2026 in Review

Howe & Rusling sold out of USCF Midstream Energy Income Fund (UMI) in Q1 2026, closing a stake of 4,301 shares — an estimated $211K sold.

Howe & Rusling first reported a position in UMI in Q4 2024 and held it in 5 quarters. The position peaked at $239K in Q1 2025. 43 funds tracked by Wall St. Rank hold UMI as of Q1 2026.

  • Howe & Rusling reported no remaining USCF Midstream Energy Income Fund position as of Q1 2026 after selling out during the quarter.
  • Howe & Rusling sold 4,301 USCF Midstream Energy Income Fund shares in Q1 2026, an estimated $211K.
  • Howe & Rusling first reported a position in USCF Midstream Energy Income Fund in Q4 2024 and held it in 5 quarters.
  • Howe & Rusling's USCF Midstream Energy Income Fund position peaked at $239K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.