SageView Advisory Group’s USCF Midstream Energy Income Fund UMI Stock Holding History

SageView Advisory Group’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	$365K	Hold	6,200	–	–	0.01%	437
2026 Q1	$363K	Hold	6,200	–	–	0.01%	415
2025 Q4	$304K	Hold	6,200	–	–	0.01%	486
2025 Q3	$318K	Hold	6,200	–	–	0.01%	497
2025 Q2	$307K	Sell	6,200 -1,592	-20%	-$79K	0.01%	485
2025 Q1	$405K	Hold	7,792	–	–	0.02%	387
2024 Q4	$387K	Hold	7,792	–	–	0.02%	386
2024 Q3	$350K	Buy	+7,792	New	+$340K	0.02%	358
2024 Q2	–	Hold	0	–	–	–	404
2023 Q4	–	Sell	-9,347	Closed	-$335K	–	502
2023 Q3	$330K	Hold	9,347	–	–	0.02%	403
2023 Q2	$320K	Hold	9,347	–	–	0.02%	433
2023 Q1	$309K	Hold	9,347	–	–	0.02%	382
2022 Q4	$313K	Buy	+9,347	New	+$317K	0.03%	314

Other funds holding UMI

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

SageView Advisory Group's UMI Position: Q2 2026 in Review

SageView Advisory Group held its USCF Midstream Energy Income Fund (UMI) position steady in Q2 2026 at 6,200 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #437.

SageView Advisory Group first reported a position in UMI in Q4 2022 and has held it in 12 quarters since. The position peaked at $405K in Q1 2025. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

SageView Advisory Group held 6,200 shares of USCF Midstream Energy Income Fund worth $365K as of Q2 2026.
SageView Advisory Group left its USCF Midstream Energy Income Fund share count unchanged in Q2 2026.
USCF Midstream Energy Income Fund made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #437 holding.
SageView Advisory Group first reported a position in USCF Midstream Energy Income Fund in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's USCF Midstream Energy Income Fund position peaked at $405K in Q1 2025.
51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.