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Tortoise Investment Management’s USCF Midstream Energy Income Fund UMI Stock Holding History

Tortoise Investment 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
2025
Q2 		– Sell
-50
Closed -$2.6K – 1319
2025
Q1 		$2.6K Hold
50
– – ﹤0.01% 690
2024
Q4 		$2.48K Hold
50
– – ﹤0.01% 748
2024
Q3 		$2.24K Hold
50
– – ﹤0.01% 759
2024
Q2 		$2.1K Hold
50
– – ﹤0.01% 779
2024
Q1 		$2.02K Buy
+50
New +$1.88K ﹤0.01% 776

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tortoise Investment Management's UMI Position: Q2 2025 in Review

Tortoise Investment Management sold out of USCF Midstream Energy Income Fund (UMI) in Q2 2025, closing a stake of 50 shares — an estimated $2.6K sold.

Tortoise Investment Management first reported a position in UMI in Q1 2024 and held it in 5 quarters. The position peaked at $2.6K in Q1 2025. 39 funds tracked by Wall St. Rank hold UMI as of Q2 2025.

  • Tortoise Investment Management reported no remaining USCF Midstream Energy Income Fund position as of Q2 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 50 USCF Midstream Energy Income Fund shares in Q2 2025, an estimated $2.6K.
  • Tortoise Investment Management first reported a position in USCF Midstream Energy Income Fund in Q1 2024 and held it in 5 quarters.
  • Tortoise Investment Management's USCF Midstream Energy Income Fund position peaked at $2.6K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2025.

Based on Tortoise Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.