Steward Partners Investment Advisory’s USCF Midstream Energy Income Fund UMI Stock Holding History

Steward Partners Investment Advisory’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	$29.4K	Hold	500	–	–	﹤0.01%	3238
2026 Q1	$29.3K	Hold	500	–	–	﹤0.01%	3052
2025 Q4	$24.5K	Hold	500	–	–	﹤0.01%	3056
2025 Q3	$25.7K	Hold	500	–	–	﹤0.01%	2965
2025 Q2	$25.5K	Hold	500	–	–	﹤0.01%	2799
2025 Q1	$26K	Hold	500	–	–	﹤0.01%	2684
2024 Q4	$24.8K	Hold	500	–	–	﹤0.01%	2681
2024 Q3	$22.4K	Hold	500	–	–	﹤0.01%	2616
2024 Q2	$21K	Hold	500	–	–	﹤0.01%	2516
2024 Q1	$20.2K	Hold	500	–	–	﹤0.01%	2522
2023 Q4	$18.3K	Hold	500	–	–	﹤0.01%	2446
2023 Q3	$17.7K	Sell	500 -318	-39%	-$11.2K	﹤0.01%	2370
2023 Q2	$28K	Hold	818	–	–	﹤0.01%	2120
2023 Q1	$27.1K	Buy	818 +500	+157%	+$16.9K	﹤0.01%	2119
2022 Q4	$10.6K	Hold	318	–	–	﹤0.01%	2515
2022 Q3	$10K	Hold	318	–	–	﹤0.01%	2550
2022 Q2	$10K	Buy	+318	New	+$11K	﹤0.01%	2527

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

Steward Partners Investment Advisory's UMI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its USCF Midstream Energy Income Fund (UMI) position steady in Q2 2026 at 500 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Steward Partners Investment Advisory first reported a position in UMI in Q2 2022 and has held it in 17 quarters since. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

Steward Partners Investment Advisory held 500 shares of USCF Midstream Energy Income Fund worth $29.4K as of Q2 2026.
Steward Partners Investment Advisory left its USCF Midstream Energy Income Fund share count unchanged in Q2 2026.
USCF Midstream Energy Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3238 holding.
Steward Partners Investment Advisory first reported a position in USCF Midstream Energy Income Fund in Q2 2022 and has held it in 17 quarters since.
51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.