UBS Group
UMI icon

UBS Group’s USCF Midstream Energy Income Fund UMI Stock Holding History

UBS Group’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
Q1 		– Sell
-396
Closed -$19.4K – 11193
2025
Q4 		$19.4K Buy
396
+391
+7,820% +$19.4K ﹤0.01% 7802
2025
Q3 		$257 Hold
5
– – ﹤0.01% 9774
2025
Q2 		$255 Sell
5
-2,200
-100% -$109K ﹤0.01% 9902
2025
Q1 		$115K Buy
+2,205
New +$114K ﹤0.01% 6951
2024
Q4 		– Sell
-156
Closed -$7K – 10418
2024
Q3 		$7K Buy
+156
New +$6.8K ﹤0.01% 7943
2024
Q2 		– Sell
-284
Closed -$11.5K – 10117
2024
Q1 		$11.5K Sell
284
-2,114
-88% -$79.4K ﹤0.01% 7182
2023
Q4 		$87.6K Buy
2,398
+2,272
+1,803% +$81.4K ﹤0.01% 6243
2023
Q3 		$4.45K Sell
126
-1,412
-92% -$49.7K ﹤0.01% 7442
2023
Q2 		$52.7K Buy
+1,538
New +$51.2K ﹤0.01% 6445
2023
Q1 		– Sell
-2,194
Closed -$73.5K – 10406
2022
Q4 		$73.5K Sell
2,194
-294
-12% -$9.98K ﹤0.01% 6391
2022
Q3 		$77K Buy
+2,488
New +$83.5K ﹤0.01% 5949
2022
Q2 		– Sell
-266
Closed -$9K – 10971
2022
Q1 		$9K Sell
266
-1,361
-84% -$43.9K ﹤0.01% 8569
2021
Q4 		$47K Buy
+1,627
New +$48.8K ﹤0.01% 6966
2021
Q2 		– Sell
-2,466
Closed -$62K – 9844
2021
Q1 		$62K Buy
+2,466
New +$61.6K ﹤0.01% 6343

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group's UMI Position: Q1 2026 in Review

UBS Group sold out of USCF Midstream Energy Income Fund (UMI) in Q1 2026, closing a stake of 396 shares — an estimated $19.4K sold.

UBS Group first reported a position in UMI in Q1 2021 and held it in 14 quarters. The position peaked at $115K in Q1 2025. 44 funds tracked by Wall St. Rank hold UMI as of Q1 2026.

  • UBS Group reported no remaining USCF Midstream Energy Income Fund position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 396 USCF Midstream Energy Income Fund shares in Q1 2026, an estimated $19.4K.
  • UBS Group first reported a position in USCF Midstream Energy Income Fund in Q1 2021 and held it in 14 quarters.
  • UBS Group's USCF Midstream Energy Income Fund position peaked at $115K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.