Aventura Private Wealth’s Forum Energy Technologies FET Stock Holding History

Aventura Private Wealth’s Portfolio FET Stock Details FET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-45	Closed	-$1.2K	–	875
2025 Q3	$1.2K	Hold	45	–	–	﹤0.01%	720
2025 Q2	$876	Hold	45	–	–	﹤0.01%	699
2025 Q1	$905	Hold	45	–	–	﹤0.01%	671
2024 Q4	$697	Buy	+45	New	+$678	﹤0.01%	659

Other funds holding FET

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

KCP

Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return

IES Holdings Houston, Texas $214M AUM

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Aventura Private Wealth's FET Position: Q4 2025 in Review

Aventura Private Wealth sold out of Forum Energy Technologies (FET) in Q4 2025, closing a stake of 45 shares — an estimated $1.2K sold.

Aventura Private Wealth first reported a position in FET in Q4 2024 and held it in 4 quarters. The position peaked at $1.2K in Q3 2025. 133 funds tracked by Wall St. Rank hold FET as of Q4 2025.

Aventura Private Wealth reported no remaining Forum Energy Technologies position as of Q4 2025 after selling out during the quarter.
Aventura Private Wealth sold 45 Forum Energy Technologies shares in Q4 2025, an estimated $1.2K.
Aventura Private Wealth first reported a position in Forum Energy Technologies in Q4 2024 and held it in 4 quarters.
Aventura Private Wealth's Forum Energy Technologies position peaked at $1.2K in Q3 2025.
133 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.