Planning Strategies Inc.’s USCF Midstream Energy Income Fund UMI Stock Holding History

Planning Strategies Inc.’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	$89.4K	Buy	+1,520	New	+$89.1K	0.06%	111

Other funds holding UMI

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $144M AUM

Planning Strategies Inc.'s UMI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in USCF Midstream Energy Income Fund (UMI) in Q2 2026: 1,520 shares worth $89.4K. The stake represents 0.06% of the portfolio and ranks #111 among its holdings.

15 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

Planning Strategies Inc. held 1,520 shares of USCF Midstream Energy Income Fund worth $89.4K as of Q2 2026.
USCF Midstream Energy Income Fund was a new Planning Strategies Inc. position in Q2 2026.
USCF Midstream Energy Income Fund made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #111 holding.
15 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.