Aviso Wealth Management’s Cheniere Energy CQP Stock Holding History

Aviso Wealth Management’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
2026 Q3	$258K	Buy	4,236 +1	+0%	+$66	0.1%	123
2026 Q2	$258K	Hold	4,235	–	–	0.09%	129
2026 Q1	$274K	Hold	4,235	–	–	0.12%	121
2025 Q4	$227K	Sell	4,235 -1	-0%	-$53	0.1%	137
2025 Q3	$228K	Hold	4,236	–	–	0.1%	130
2025 Q2	$237K	Hold	4,236	–	–	0.11%	130
2025 Q1	$280K	Hold	4,236	–	–	0.15%	117
2024 Q4	$225K	Hold	4,236	–	–	0.11%	131
2024 Q3	$206K	Hold	4,236	–	–	0.11%	142
2024 Q2	$208K	Hold	4,236	–	–	0.12%	143
2024 Q1	$209K	Hold	4,236	–	–	0.13%	144
2023 Q4	$211K	Buy	+4,236	New	+$236K	0.15%	135

Other funds holding CQP

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return

Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

Aviso Wealth Management's CQP Position: Q3 2026 in Review

Aviso Wealth Management increased its Cheniere Energy (CQP) stake by 0.02% in Q3 2026, buying an estimated $66 and bringing the position to 4,236 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #123.

Aviso Wealth Management first reported a position in CQP in Q4 2023 and has held it in 12 quarters since. The position peaked at $280K in Q1 2025. 88 funds tracked by Wall St. Rank hold CQP as of Q3 2026.

Aviso Wealth Management held 4,236 shares of Cheniere Energy worth $258K as of Q3 2026.
Aviso Wealth Management bought 1 Cheniere Energy share in Q3 2026, an estimated $66.
Cheniere Energy made up 0.1% of Aviso Wealth Management's portfolio in Q3 2026, its #123 holding.
Aviso Wealth Management first reported a position in Cheniere Energy in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's Cheniere Energy position peaked at $280K in Q1 2025.
88 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.