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Insight Wealth Partners’s USCF Midstream Energy Income Fund UMI Stock Holding History

Insight Wealth Partners’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 		$3.38M Buy
57,492
+4,726
+9% +$277K 0.45% 24
2026
Q1 		$3.09M Buy
52,766
+3,654
+7% +$200K 0.43% 21
2025
Q4 		$2.41M Buy
49,112
+4,393
+10% +$218K 0.33% 27
2025
Q3 		$2.3M Buy
44,719
+2,713
+6% +$136K 0.7% 26
2025
Q2 		$2.14M Buy
42,006
+28,532
+212% +$1.42M 0.83% 23
2025
Q1 		$701K Buy
+13,474
New +$696K 0.12% 60

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
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

Insight Wealth Partners's UMI Position: Q2 2026 in Review

Insight Wealth Partners increased its USCF Midstream Energy Income Fund (UMI) stake by 9% in Q2 2026, buying an estimated $277K and bringing the position to 57,492 shares worth $3.38M. The position accounts for 0.45% of the portfolio, ranked #24.

Insight Wealth Partners first reported a position in UMI in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Insight Wealth Partners held 57,492 shares of USCF Midstream Energy Income Fund worth $3.38M as of Q2 2026.
  • Insight Wealth Partners bought 4,726 USCF Midstream Energy Income Fund shares in Q2 2026, an estimated $277K.
  • USCF Midstream Energy Income Fund made up 0.45% of Insight Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Insight Wealth Partners first reported a position in USCF Midstream Energy Income Fund in Q1 2025 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.