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

IFP 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
2023 Q3	–	Sell	-1	Closed	-$34	–	3560
2023 Q2	$34	Buy	+1	New	+$33	﹤0.01%	3404

Other funds holding UMI

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

IFP Advisors's UMI Position: Q3 2023 in Review

IFP Advisors sold out of USCF Midstream Energy Income Fund (UMI) in Q3 2023, closing a stake of 1 share — an estimated $34 sold.

IFP Advisors first reported a position in UMI in Q2 2023 and held it in 1 quarter. The position peaked at $34 in Q2 2023. 27 funds tracked by Wall St. Rank hold UMI as of Q3 2023.

IFP Advisors reported no remaining USCF Midstream Energy Income Fund position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 1 USCF Midstream Energy Income Fund share in Q3 2023, an estimated $34.
IFP Advisors first reported a position in USCF Midstream Energy Income Fund in Q2 2023 and held it in 1 quarter.
IFP Advisors's USCF Midstream Energy Income Fund position peaked at $34 in Q2 2023.
27 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.