EWA
STR

EQ Wealth Advisors’s Sitio Royalties STR Stock Holding History

EQ Wealth 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
-284
Closed -$5.22K – 206
2025
Q2 		$5.22K Hold
284
– – ﹤0.01% 155
2025
Q1 		$5.64K Buy
+284
New +$5.75K ﹤0.01% 160

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EQ Wealth Advisors's STR Position: Q3 2025 in Review

EQ Wealth Advisors sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 284 shares — an estimated $5.22K sold.

EQ Wealth Advisors first reported a position in STR in Q1 2025 and held it in 2 quarters. The position peaked at $5.64K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • EQ Wealth Advisors reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • EQ Wealth Advisors sold 284 Sitio Royalties shares in Q3 2025, an estimated $5.22K.
  • EQ Wealth Advisors first reported a position in Sitio Royalties in Q1 2025 and held it in 2 quarters.
  • EQ Wealth Advisors's Sitio Royalties position peaked at $5.64K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on EQ Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.