Ashton Thomas Private Wealth’s Mesa Royalty Trust MTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Sell	239,537 -5,000	-2%	-$24.3K	0.03%	489
2025 Q4	$1.07M	Sell	244,537 -5,000	-2%	-$23.6K	0.03%	475
2025 Q3	$1.34M	Sell	249,537 -5,000	-2%	-$28.1K	0.03%	399
2025 Q2	$1.42M	Sell	254,537 -5,286	-2%	-$28.4K	0.05%	340
2025 Q1	$1.63M	Sell	259,823 -4,000	-2%	-$25.7K	0.06%	291
2024 Q4	$1.57M	Buy	+263,823	New	+$1.66M	0.06%	306

Other funds holding MTR

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return