BRWA
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B. Riley Wealth Advisors’s Antero Midstream AM Stock Holding History

B. Riley Wealth Advisors’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29,332
Closed -$522K – 907
2025
Q4 		$522K Sell
29,332
-552
-2% -$9.95K 0.02% 499
2025
Q3 		$581K Sell
29,884
-1,411
-5% -$25.5K 0.03% 487
2025
Q2 		$593K Buy
+31,295
New +$559K 0.03% 474
2024
Q4 		$302K Sell
19,981
-8,315
-29% -$127K 0.01% 870
2024
Q3 		$431K Sell
28,296
-5,825
-17% -$84.9K 0.01% 797
2024
Q2 		$503K Buy
34,121
+22,930
+205% +$329K 0.01% 813
2024
Q1 		$134K Sell
11,191
-22,444
-67% -$287K ﹤0.01% 1328
2023
Q4 		$421K Buy
33,635
+22,444
+201% +$283K 0.01% 906
2023
Q3 		$134K Buy
11,191
+1,151
+11% +$13.6K ﹤0.01% 1328
2023
Q2 		$116K Buy
10,040
+15
+0.1% +$159 ﹤0.01% 1418
2023
Q1 		$105K Buy
+10,025
New +$107K ﹤0.01% 1375
2022
Q4 		– Sell
-11,385
Closed -$105K – 1496
2022
Q3 		$105K Buy
+11,385
New +$112K ﹤0.01% 1317

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

B. Riley Wealth Advisors's AM Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Antero Midstream (AM) in Q1 2026, closing a stake of 29,332 shares — an estimated $522K sold.

B. Riley Wealth Advisors first reported a position in AM in Q3 2022 and held it in 12 quarters. The position peaked at $593K in Q2 2025. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Antero Midstream position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 29,332 Antero Midstream shares in Q1 2026, an estimated $522K.
  • B. Riley Wealth Advisors first reported a position in Antero Midstream in Q3 2022 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Antero Midstream position peaked at $593K in Q2 2025.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.