Activest Wealth Management’s Antero Midstream AM Stock Holding History

Activest Wealth Management’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$319	Buy	+14	New	+$304	﹤0.01%	1113
2026 Q1	–	Sell	-30	Closed	-$534	–	1237
2025 Q4	$534	Hold	30	–	–	﹤0.01%	995
2025 Q3	$583	Sell	30 -19	-39%	-$343	﹤0.01%	949
2025 Q2	$929	Buy	49 +17	+53%	+$304	﹤0.01%	779
2025 Q1	$576	Buy	+32	New	+$530	﹤0.01%	837

Other funds holding AM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Activest Wealth Management's AM Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Antero Midstream (AM) in Q2 2026: 14 shares worth $319. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in AM as recently as Q4 2025.

Activest Wealth Management first reported a position in AM in Q1 2025 and has held it in 5 quarters since. The position peaked at $929 in Q2 2025. 58 funds tracked by Wall St. Rank hold AM as of Q2 2026.

Activest Wealth Management held 14 shares of Antero Midstream worth $319 as of Q2 2026.
Antero Midstream was a new Activest Wealth Management position in Q2 2026.
Antero Midstream made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1113 holding.
Activest Wealth Management first reported a position in Antero Midstream in Q1 2025 and has held it in 5 quarters since.
Activest Wealth Management's Antero Midstream position peaked at $929 in Q2 2025.
58 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.