GWMI
STR

Guardian Wealth Management (Illinois)’s Sitio Royalties STR Stock Holding History

Guardian Wealth Management (Illinois)’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
-271,475
Closed -$4.99M – 64
2025
Q2 		$4.99M Buy
271,475
+67,654
+33% +$1.21M 3.32% 8
2025
Q1 		$4.05M Buy
203,821
+75,761
+59% +$1.53M 2.7% 10
2024
Q4 		$2.46M Sell
128,060
-54,869
-30% -$1.23M 1.67% 20
2024
Q3 		$3.81M Buy
182,929
+188
+0.1% +$4.26K 2.69% 9
2024
Q2 		$4.31M Buy
182,741
+4,764
+3% +$112K 3.3% 9
2024
Q1 		$4.4M Buy
177,977
+47,181
+36% +$1.06M 3.39% 8
2023
Q4 		$3.08M Buy
130,796
+724
+0.6% +$16.8K 2.6% 9
2023
Q3 		$3.15M Buy
130,072
+2,349
+2% +$60.5K 2.95% 6
2023
Q2 		$3.36M Buy
127,723
+9,314
+8% +$238K 3.06% 5
2023
Q1 		$2.68M Buy
118,409
+5,178
+5% +$128K 2.58% 6
2022
Q4 		$3.27M Buy
+113,231
New +$3.28M 3.22% 4

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

Guardian Wealth Management (Illinois)'s STR Position: Q3 2025 in Review

Guardian Wealth Management (Illinois) sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 271,475 shares — an estimated $4.99M sold.

Guardian Wealth Management (Illinois) first reported a position in STR in Q4 2022 and held it in 11 quarters. The position peaked at $4.99M in Q2 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 271,475 Sitio Royalties shares in Q3 2025, an estimated $4.99M.
  • Guardian Wealth Management (Illinois) first reported a position in Sitio Royalties in Q4 2022 and held it in 11 quarters.
  • Guardian Wealth Management (Illinois)'s Sitio Royalties position peaked at $4.99M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2025, filed 14 Nov 2025.