Atria Wealth Solutions’s Cheniere Energy CQP Stock Holding History

Atria Wealth Solutions’s Portfolio CQP Stock Details CQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,098	Closed	-$601K	–	1534
2025 Q1	$601K	Sell	9,098 -10,583	-54%	-$657K	0.01%	1112
2024 Q4	$1.05M	Buy	19,681 +10,683	+119%	+$559K	0.01%	909
2024 Q3	$438K	Sell	8,998 -8,300	-48%	-$413K	﹤0.01%	1305
2024 Q2	$850K	Buy	17,298 +8,898	+106%	+$432K	0.01%	962
2024 Q1	$415K	Buy	8,400 +270	+3%	+$13.7K	﹤0.01%	1351
2023 Q4	$405K	Buy	8,130 +210	+3%	+$11.7K	0.01%	1325
2023 Q3	$429K	Buy	7,920 +65	+0.8%	+$3.34K	0.01%	1205
2023 Q2	$362K	Hold	7,855	–	–	0.01%	1326
2023 Q1	$372K	Buy	7,855 +315	+4%	+$16.1K	0.01%	1304
2022 Q4	$429K	Buy	7,540 +220	+3%	+$12.6K	0.01%	1164
2022 Q3	$391K	Buy	7,320 +230	+3%	+$11.5K	0.01%	1156
2022 Q2	$318K	Buy	7,090 +875	+14%	+$46K	0.01%	1184
2022 Q1	$350K	Buy	+6,215	New	+$309K	0.01%	1246

Other funds holding CQP

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

JP Morgan Chase

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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return