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OneDigital Investment Advisors’s USCF Midstream Energy Income Fund UMI Stock Holding History

OneDigital Investment 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
2025
Q2 		– Sell
-4,656
Closed -$242K – 1511
2025
Q1 		$242K Buy
4,656
+241
+5% +$12.5K ﹤0.01% 1231
2024
Q4 		$219K Buy
+4,415
New +$217K ﹤0.01% 1287

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AAS
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's UMI Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of USCF Midstream Energy Income Fund (UMI) in Q2 2025, closing a stake of 4,656 shares — an estimated $242K sold.

OneDigital Investment Advisors first reported a position in UMI in Q4 2024 and held it in 2 quarters. The position peaked at $242K in Q1 2025. 39 funds tracked by Wall St. Rank hold UMI as of Q2 2025.

  • OneDigital Investment Advisors reported no remaining USCF Midstream Energy Income Fund position as of Q2 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,656 USCF Midstream Energy Income Fund shares in Q2 2025, an estimated $242K.
  • OneDigital Investment Advisors first reported a position in USCF Midstream Energy Income Fund in Q4 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's USCF Midstream Energy Income Fund position peaked at $242K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.