ATPW
CRT

Ashton Thomas Private Wealth’s Cross Timbers Royalty Trust CRT Stock Holding History

Ashton Thomas Private Wealth’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Buy
239,924
+11,866
+5% +$123K 0.05% 366
2026
Q1 		$2.41M Buy
+228,058
New +$2.05M 0.06% 320

Other funds holding CRT

SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ashton Thomas Private Wealth's CRT Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Cross Timbers Royalty Trust (CRT) stake by 5.2% in Q2 2026, buying an estimated $123K and bringing the position to 239,924 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #366.

Ashton Thomas Private Wealth first reported a position in CRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.41M in Q1 2026. 20 funds tracked by Wall St. Rank hold CRT as of Q2 2026.

  • Ashton Thomas Private Wealth held 239,924 shares of Cross Timbers Royalty Trust worth $2.17M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 11,866 Cross Timbers Royalty Trust shares in Q2 2026, an estimated $123K.
  • Cross Timbers Royalty Trust made up 0.05% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #366 holding.
  • Ashton Thomas Private Wealth first reported a position in Cross Timbers Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • Ashton Thomas Private Wealth's Cross Timbers Royalty Trust position peaked at $2.41M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.