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

Plan Group Financial’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
-4,300
Closed -$224K – 175
2025
Q1 		$224K Buy
+4,300
New +$222K 0.08% 132

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Plan Group Financial's UMI Position: Q2 2025 in Review

Plan Group Financial sold out of USCF Midstream Energy Income Fund (UMI) in Q2 2025, closing a stake of 4,300 shares — an estimated $224K sold.

Plan Group Financial first reported a position in UMI in Q1 2025 and held it in 1 quarter. The position peaked at $224K in Q1 2025. 39 funds tracked by Wall St. Rank hold UMI as of Q2 2025.

  • Plan Group Financial reported no remaining USCF Midstream Energy Income Fund position as of Q2 2025 after selling out during the quarter.
  • Plan Group Financial sold 4,300 USCF Midstream Energy Income Fund shares in Q2 2025, an estimated $224K.
  • Plan Group Financial first reported a position in USCF Midstream Energy Income Fund in Q1 2025 and held it in 1 quarter.
  • Plan Group Financial's USCF Midstream Energy Income Fund position peaked at $224K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2025.

Based on Plan Group Financial's 13F filing for Q2 2025, filed 13 Aug 2025.