Stifel Financial
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Stifel Financial’s USCF Midstream Energy Income Fund UMI Stock Holding History

Stifel Financial’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 		– Sell
-18,565
Closed -$965K – 3584
2025
Q1 		$965K Buy
+18,565
New +$960K ﹤0.01% 2260
2023
Q1 		– Sell
-25,779
Closed -$863K – 3427
2022
Q4 		$863K Buy
+25,779
New +$875K ﹤0.01% 2113

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LPL Financial
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Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Savoie Capital
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial's UMI Position: Q2 2025 in Review

Stifel Financial sold out of USCF Midstream Energy Income Fund (UMI) in Q2 2025, closing a stake of 18,565 shares — an estimated $965K sold.

Stifel Financial first reported a position in UMI in Q4 2022 and held it in 2 quarters. The position peaked at $965K in Q1 2025. 39 funds tracked by Wall St. Rank hold UMI as of Q2 2025.

  • Stifel Financial reported no remaining USCF Midstream Energy Income Fund position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 18,565 USCF Midstream Energy Income Fund shares in Q2 2025, an estimated $965K.
  • Stifel Financial first reported a position in USCF Midstream Energy Income Fund in Q4 2022 and held it in 2 quarters.
  • Stifel Financial's USCF Midstream Energy Income Fund position peaked at $965K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.