APW
X

Aventura Private Wealth’s US Steel X Stock Holding History

Aventura Private Wealth’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,600
Closed -$67.6K – 843
2025
Q1 		$67.6K Buy
+1,600
New +$60.5K 0.04% 228

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Aventura Private Wealth's X Position: Q2 2025 in Review

Aventura Private Wealth sold out of US Steel (X) in Q2 2025, closing a stake of 1,600 shares — an estimated $67.6K sold.

Aventura Private Wealth first reported a position in X in Q1 2025 and held it in 1 quarter. The position peaked at $67.6K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Aventura Private Wealth reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 1,600 US Steel shares in Q2 2025, an estimated $67.6K.
  • Aventura Private Wealth first reported a position in US Steel in Q1 2025 and held it in 1 quarter.
  • Aventura Private Wealth's US Steel position peaked at $67.6K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Aventura Private Wealth's 13F filing for Q2 2025, filed 7 Jan 2026.