Ashton Thomas Private Wealth’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Ashton Thomas Private Wealth’s Portfolio BPT Stock Details BPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-429,752	Closed	-$216K	–	969
2025 Q2	$216K	Hold	429,752	–	–	0.01%	781
2025 Q1	$238K	Hold	429,752	–	–	0.01%	727
2024 Q4	$234K	Buy	+429,752	New	+$433K	0.01%	708

Other funds holding BPT

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $298M AUM 21.11% 1-Year Est. Return

Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return