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Aventura Private Wealth’s OR Royalties Inc OR Stock Holding History

Aventura Private Wealth’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.49K Hold
300
– – ﹤0.01% 604
2026
Q1 		$11.4K Hold
300
– – ﹤0.01% 527
2025
Q4 		$10.6K Buy
+300
New +$10.5K ﹤0.01% 499

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TI
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EIM
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PMAM
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Invesco
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Aventura Private Wealth's OR Position: Q2 2026 in Review

Aventura Private Wealth held its OR Royalties Inc (OR) position steady in Q2 2026 at 300 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Aventura Private Wealth first reported a position in OR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.4K in Q1 2026. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Aventura Private Wealth held 300 shares of OR Royalties Inc worth $9.49K as of Q2 2026.
  • Aventura Private Wealth left its OR Royalties Inc share count unchanged in Q2 2026.
  • OR Royalties Inc made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #604 holding.
  • Aventura Private Wealth first reported a position in OR Royalties Inc in Q4 2025 and has held it in 3 quarters since.
  • Aventura Private Wealth's OR Royalties Inc position peaked at $11.4K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.