Cetera Investment Advisers
SJT

Cetera Investment Advisers’s San Juan Basin Royalty Trust SJT Stock Holding History

Cetera Investment Advisers’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,431
Closed -$64.2K – 4948
2025
Q4 		$64.2K Buy
+11,431
New +$66.2K ﹤0.01% 4475
2024
Q2 		– Sell
-12,286
Closed -$65K – 3838
2024
Q1 		$65K Buy
12,286
+1,514
+14% +$7.88K ﹤0.01% 3547
2023
Q4 		$54.7K Buy
+10,772
New +$72K ﹤0.01% 2167

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Cetera Investment Advisers's SJT Position: Q1 2026 in Review

Cetera Investment Advisers sold out of San Juan Basin Royalty Trust (SJT) in Q1 2026, closing a stake of 11,431 shares — an estimated $64.2K sold.

Cetera Investment Advisers first reported a position in SJT in Q4 2023 and held it in 3 quarters. The position peaked at $65K in Q1 2024. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Cetera Investment Advisers reported no remaining San Juan Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 11,431 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $64.2K.
  • Cetera Investment Advisers first reported a position in San Juan Basin Royalty Trust in Q4 2023 and held it in 3 quarters.
  • Cetera Investment Advisers's San Juan Basin Royalty Trust position peaked at $65K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.