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Strategic Wealth Partners’s USCF Midstream Energy Income Fund UMI Stock Holding History

Strategic Wealth Partners’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 		$5.71K Sell
97
-61
-39% -$3.58K ﹤0.01% 1032
2026
Q1 		$9.24K Buy
158
+1
+0.6% +$55 ﹤0.01% 911
2025
Q4 		$7.71K Buy
+157
New +$7.8K ﹤0.01% 955

Other funds holding UMI

HighTower Advisors
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
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

Strategic Wealth Partners's UMI Position: Q2 2026 in Review

Strategic Wealth Partners reduced its USCF Midstream Energy Income Fund (UMI) stake by 39% in Q2 2026, selling an estimated $3.58K and leaving 97 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Strategic Wealth Partners first reported a position in UMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.24K in Q1 2026. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Strategic Wealth Partners held 97 shares of USCF Midstream Energy Income Fund worth $5.71K as of Q2 2026.
  • Strategic Wealth Partners sold 61 USCF Midstream Energy Income Fund shares in Q2 2026, an estimated $3.58K.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1032 holding.
  • Strategic Wealth Partners first reported a position in USCF Midstream Energy Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's USCF Midstream Energy Income Fund position peaked at $9.24K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.