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Larson Financial Group’s USCF Midstream Energy Income Fund UMI Stock Holding History

Larson Financial Group’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 		$13.3K Hold
226
– – ﹤0.01% 2233
2026
Q1 		$13.2K Hold
226
– – ﹤0.01% 2078
2025
Q4 		$11.1K Hold
226
– – ﹤0.01% 2061
2025
Q3 		$11.6K Hold
226
– – ﹤0.01% 1939
2025
Q2 		$11.5K Hold
226
– – ﹤0.01% 1738
2025
Q1 		$11.8K Hold
226
– – ﹤0.01% 1574
2024
Q4 		$11.2K Sell
226
-174
-44% -$8.55K ﹤0.01% 1442
2024
Q3 		$17.9K Buy
+400
New +$17.4K ﹤0.01% 1257

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
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 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

Larson Financial Group's UMI Position: Q2 2026 in Review

Larson Financial Group held its USCF Midstream Energy Income Fund (UMI) position steady in Q2 2026 at 226 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Larson Financial Group first reported a position in UMI in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.9K in Q3 2024. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Larson Financial Group held 226 shares of USCF Midstream Energy Income Fund worth $13.3K as of Q2 2026.
  • Larson Financial Group left its USCF Midstream Energy Income Fund share count unchanged in Q2 2026.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2233 holding.
  • Larson Financial Group first reported a position in USCF Midstream Energy Income Fund in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's USCF Midstream Energy Income Fund position peaked at $17.9K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.