UMI Holdings Addition and Removal History
Changes are observation-bounded: an addition is the first retained snapshot containing a security after an earlier absence; a removal is the first retained snapshot where it is absent. Baseline holdings are not assigned invented historical addition dates.
Additions
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| SUNC | SunocoCorp LLC | 2026-03-31 | Added / first present |
Removals
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| ENFR | Alerian Energy Infrastructure ETF | 2026-03-31 | Removed / first absent |