MML Investors Services
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MML Investors Services’s USCF Midstream Energy Income Fund UMI Stock Holding History

MML Investors Services’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 		$2.94M Sell
49,950
-4,945
-9% -$290K 0.01% 1296
2026
Q1 		$3.22M Buy
54,895
+46,077
+523% +$2.52M 0.01% 1054
2025
Q4 		$433K Sell
8,818
-2,286
-21% -$114K ﹤0.01% 2361
2025
Q3 		$570K Sell
11,104
-315
-3% -$15.8K ﹤0.01% 2078
2025
Q2 		$583K Buy
11,419
+3,918
+52% +$194K ﹤0.01% 1995
2025
Q1 		$390K Buy
7,501
+2,381
+47% +$123K ﹤0.01% 2152
2024
Q4 		$254K Buy
+5,120
New +$252K ﹤0.01% 2363

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
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

MML Investors Services's UMI Position: Q2 2026 in Review

MML Investors Services reduced its USCF Midstream Energy Income Fund (UMI) stake by 9% in Q2 2026, selling an estimated $290K and leaving 49,950 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #1296.

MML Investors Services first reported a position in UMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q1 2026. 50 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • MML Investors Services held 49,950 shares of USCF Midstream Energy Income Fund worth $2.94M as of Q2 2026.
  • MML Investors Services sold 4,945 USCF Midstream Energy Income Fund shares in Q2 2026, an estimated $290K.
  • USCF Midstream Energy Income Fund made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1296 holding.
  • MML Investors Services first reported a position in USCF Midstream Energy Income Fund in Q4 2024 and has held it in 7 quarters since.
  • MML Investors Services's USCF Midstream Energy Income Fund position peaked at $3.22M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.