Advisors Preferred’s SM Energy SM Stock Holding History

Advisors Preferred’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-47,360	Closed	-$1.41M	–	280
2025 Q1	$1.41M	Buy	+47,360	New	+$1.7M	0.19%	97
2023 Q1	–	Sell	-19,754	Closed	-$632K	–	255
2022 Q4	$632K	Buy	+19,754	New	+$821K	0.27%	34
2022 Q3	–	Sell	-4,714	Closed	-$161K	–	177
2022 Q2	$161K	Buy	+4,714	New	+$192K	0.04%	106
2015 Q1	–	Sell	-5,100	Closed	-$197K	–	343
2014 Q4	$197K	Buy	+5,100	New	+$255K	0.09%	121

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisors Preferred's SM Position: Q2 2025 in Review

Advisors Preferred sold out of SM Energy (SM) in Q2 2025, closing a stake of 47,360 shares — an estimated $1.41M sold.

Advisors Preferred first reported a position in SM in Q4 2014 and held it in 4 quarters. The position peaked at $1.41M in Q1 2025. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

Advisors Preferred reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
Advisors Preferred sold 47,360 SM Energy shares in Q2 2025, an estimated $1.41M.
Advisors Preferred first reported a position in SM Energy in Q4 2014 and held it in 4 quarters.
Advisors Preferred's SM Energy position peaked at $1.41M in Q1 2025.
372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Advisors Preferred's 13F filing for Q2 2025, filed 5 Aug 2025.