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
2025 Q2	$307K	Sell
2025 Q1	$405K	Hold
2024 Q4	$387K	Hold
2024 Q3	$350K	Buy
2024 Q2	–	Hold
2024 Q1	–	Hold
2023 Q4	–	Sell
2023 Q3	$330K	Hold
2023 Q2	$320K	Hold
2023 Q1	$309K	Hold
2022 Q4	$313K	Buy