IFP Advisors’s Hess Midstream HESM Stock Holding History

IFP Advisors’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.6K	Sell	1,301 -112	-8%	-$4.15K	﹤0.01%	2237
2025 Q4	$48.7K	Buy	1,413 +582	+70%	+$19.6K	﹤0.01%	2199
2025 Q3	$28.7K	Sell	831 -1,162	-58%	-$46.1K	﹤0.01%	2384
2025 Q2	$76.8K	Sell	1,993 -1,527	-43%	-$58.2K	﹤0.01%	1801
2025 Q1	$149K	Buy	3,520 +586	+20%	+$23.9K	﹤0.01%	1315
2024 Q4	$109K	Buy	2,934 +733	+33%	+$26.4K	﹤0.01%	1429
2024 Q3	$77.5K	Sell	2,201 -3,171	-59%	-$116K	﹤0.01%	1521
2024 Q2	$196K	Sell	5,372 -3,005	-36%	-$106K	0.01%	1049
2024 Q1	$303K	Sell	8,377 -932	-10%	-$31.5K	0.01%	796
2023 Q4	$294K	Buy	9,309 +6,374	+217%	+$195K	0.01%	781
2023 Q3	$85.5K	Buy	2,935 +562	+24%	+$16.9K	﹤0.01%	1333
2023 Q2	$72.8K	Buy	2,373 +1,034	+77%	+$29.8K	﹤0.01%	1461
2023 Q1	$29.2K	Buy	1,339 +644	+93%	+$18.8K	﹤0.01%	1842
2022 Q4	$18K	Buy	695 +78	+13%	+$2.23K	﹤0.01%	2969
2022 Q3	$14K	Buy	617 +6	+1%	+$171	﹤0.01%	3392
2022 Q2	$14K	Hold	611	–	–	﹤0.01%	3143
2022 Q1	$14K	Buy	+611	New	+$18.5K	﹤0.01%	3143

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return