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Private Client Services’s USCF Midstream Energy Income Fund UMI Stock Holding History

Private Client 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
2025
Q3 		– Sell
-5,143
Closed -$262K – 216
2025
Q2 		$262K Buy
+5,143
New +$255K 0.1% 167

Other funds holding UMI

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Private Client Services's UMI Position: Q3 2025 in Review

Private Client Services sold out of USCF Midstream Energy Income Fund (UMI) in Q3 2025, closing a stake of 5,143 shares — an estimated $262K sold.

Private Client Services first reported a position in UMI in Q2 2025 and held it in 1 quarter. The position peaked at $262K in Q2 2025. 35 funds tracked by Wall St. Rank hold UMI as of Q3 2025.

  • Private Client Services reported no remaining USCF Midstream Energy Income Fund position as of Q3 2025 after selling out during the quarter.
  • Private Client Services sold 5,143 USCF Midstream Energy Income Fund shares in Q3 2025, an estimated $262K.
  • Private Client Services first reported a position in USCF Midstream Energy Income Fund in Q2 2025 and held it in 1 quarter.
  • Private Client Services's USCF Midstream Energy Income Fund position peaked at $262K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.