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Spire Wealth Management’s USCF Midstream Energy Income Fund UMI Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-168
Closed -$5K – 2875
2021
Q4 		$5K Hold
168
– – ﹤0.01% 2584
2021
Q3 		$5K Hold
168
– – ﹤0.01% 2301
2021
Q2 		$5K Buy
+168
New +$4.69K ﹤0.01% 2328

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WT
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Spire Wealth Management's UMI Position: Q1 2022 in Review

Spire Wealth Management sold out of USCF Midstream Energy Income Fund (UMI) in Q1 2022, closing a stake of 168 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in UMI in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 11 funds tracked by Wall St. Rank hold UMI as of Q1 2022.

  • Spire Wealth Management reported no remaining USCF Midstream Energy Income Fund position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 168 USCF Midstream Energy Income Fund shares in Q1 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in USCF Midstream Energy Income Fund in Q2 2021 and held it in 3 quarters.
  • Spire Wealth Management's USCF Midstream Energy Income Fund position peaked at $5K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.