Planning Strategies’s USCF Midstream Energy Income Fund UMI Stock Holding History

Planning Strategies’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	$89.4K	Buy	+1,520	New	+$89.1K	0.06%	111

Other funds holding UMI

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Planning Strategies's UMI Position: Q2 2026 in Review

Planning Strategies opened a new position in USCF Midstream Energy Income Fund (UMI) in Q2 2026: 1,520 shares worth $89.4K. The stake represents 0.06% of the portfolio and ranks #111 among its holdings.

51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

Planning Strategies held 1,520 shares of USCF Midstream Energy Income Fund worth $89.4K as of Q2 2026.
USCF Midstream Energy Income Fund was a new Planning Strategies position in Q2 2026.
USCF Midstream Energy Income Fund made up 0.06% of Planning Strategies's portfolio in Q2 2026, its #111 holding.
51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.