Clearstead Advisors’s Sitio Royalties STR Stock Holding History

Clearstead Advisors’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,054	Closed	-$37.8K	–	3240
2025 Q2	$37.8K	Sell	2,054 -210	-9%	-$3.77K	﹤0.01%	1383
2025 Q1	$45K	Sell	2,264 -659	-23%	-$13.3K	﹤0.01%	1195
2024 Q4	$56.1K	Sell	2,923 -798	-21%	-$17.8K	﹤0.01%	1136
2024 Q3	$77.5K	Buy	3,721 +40	+1%	+$906	﹤0.01%	1095
2024 Q2	$86.9K	Buy	+3,681	New	+$86.6K	﹤0.01%	1027

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearstead Advisors's STR Position: Q3 2025 in Review

Clearstead Advisors sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 2,054 shares — an estimated $37.8K sold.

Clearstead Advisors first reported a position in STR in Q2 2024 and held it in 5 quarters. The position peaked at $86.9K in Q2 2024. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Clearstead Advisors reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 2,054 Sitio Royalties shares in Q3 2025, an estimated $37.8K.
Clearstead Advisors first reported a position in Sitio Royalties in Q2 2024 and held it in 5 quarters.
Clearstead Advisors's Sitio Royalties position peaked at $86.9K in Q2 2024.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.