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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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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.