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

Mosaic Family 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 		$1.04M Hold
17,717
– – 0.07% 212
2026
Q1 		$1.04M Buy
+17,717
New +$969K 0.11% 106

Other funds holding UMI

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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

Mosaic Family Wealth Partners's UMI Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its USCF Midstream Energy Income Fund (UMI) position steady in Q2 2026 at 17,717 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #212.

Mosaic Family Wealth Partners first reported a position in UMI in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Mosaic Family Wealth Partners held 17,717 shares of USCF Midstream Energy Income Fund worth $1.04M as of Q2 2026.
  • Mosaic Family Wealth Partners left its USCF Midstream Energy Income Fund share count unchanged in Q2 2026.
  • USCF Midstream Energy Income Fund made up 0.07% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #212 holding.
  • Mosaic Family Wealth Partners first reported a position in USCF Midstream Energy Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.