CFM Wealth Partners’s USA Compression Partners USAC Stock Holding History

CFM Wealth Partners’s Portfolio USAC Stock Details USAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.43M	Hold	92,125	–	–	0.31%	60
2026 Q1	$2.5M	Hold	92,125	–	–	0.37%	54
2025 Q4	$2.12M	Hold	92,125	–	–	0.31%	58
2025 Q3	$2.21M	Buy	92,125 +8,326	+10%	+$200K	0.32%	55
2025 Q2	$2.04M	Hold	83,799	–	–	0.32%	54
2025 Q1	$2.26M	Buy	83,799 +9,761	+13%	+$259K	0.4%	50
2024 Q4	$1.74M	Sell	74,038 -1,758	-2%	-$40.2K	0.29%	61
2024 Q3	$1.74M	Hold	75,796	–	–	0.3%	60
2024 Q2	$1.8M	Buy	75,796 +8,203	+12%	+$202K	0.33%	59
2024 Q1	$1.8M	Hold	67,593	–	–	0.36%	61
2023 Q4	$1.54M	Buy	+67,593	New	+$1.68M	0.35%	62
2023 Q3	–	Sell	-67,593	Closed	-$1.33M	–	161
2023 Q2	$1.33M	Buy	+67,593	New	+$1.36M	0.32%	67
2023 Q1	–	Sell	-67,593	Closed	-$1.32M	–	165
2022 Q4	$1.32M	Buy	+67,593	New	+$1.25M	0.4%	65
2022 Q3	–	Sell	-89,122	Closed	-$1.49M	–	165
2022 Q2	$1.49M	Hold	89,122	–	–	0.45%	58
2022 Q1	$1.57M	Hold	89,122	–	–	0.38%	69
2021 Q4	$1.51M	Hold	89,122	–	–	0.34%	67
2021 Q3	$1.48M	Buy	+89,122	New	+$1.4M	0.37%	61

Other funds holding USAC

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

CFM Wealth Partners's USAC Position: Q2 2026 in Review

CFM Wealth Partners held its USA Compression Partners (USAC) position steady in Q2 2026 at 92,125 shares worth $2.43M. The position accounts for 0.31% of the portfolio, ranked #60.

CFM Wealth Partners first reported a position in USAC in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.5M in Q1 2026. 129 funds tracked by Wall St. Rank hold USAC as of Q2 2026.

CFM Wealth Partners held 92,125 shares of USA Compression Partners worth $2.43M as of Q2 2026.
CFM Wealth Partners left its USA Compression Partners share count unchanged in Q2 2026.
USA Compression Partners made up 0.31% of CFM Wealth Partners's portfolio in Q2 2026, its #60 holding.
CFM Wealth Partners first reported a position in USA Compression Partners in Q3 2021 and has held it in 17 quarters since.
CFM Wealth Partners's USA Compression Partners position peaked at $2.5M in Q1 2026.
129 funds tracked by Wall St. Rank held USA Compression Partners as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.