Smartleaf Asset Management’s Sitio Royalties STR Stock Holding History

Smartleaf Asset Management’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	-230	Closed	-$4.24K	–	3069
2025 Q2	$4.24K	Sell	230 -391	-63%	-$7.01K	﹤0.01%	2107
2025 Q1	$12.5K	Buy	621 +293	+89%	+$5.93K	﹤0.01%	1839
2024 Q4	$6.18K	Sell	328 -237	-42%	-$5.29K	﹤0.01%	2176
2024 Q3	$11.7K	Buy	565 +353	+167%	+$8K	﹤0.01%	1666
2024 Q2	$4.95K	Buy	+212	New	+$4.99K	﹤0.01%	1813

Other funds holding STR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Smartleaf Asset Management's STR Position: Q3 2025 in Review

Smartleaf Asset Management sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 230 shares — an estimated $4.24K sold.

Smartleaf Asset Management first reported a position in STR in Q2 2024 and held it in 5 quarters. The position peaked at $12.5K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Smartleaf Asset Management reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Smartleaf Asset Management sold 230 Sitio Royalties shares in Q3 2025, an estimated $4.24K.
Smartleaf Asset Management first reported a position in Sitio Royalties in Q2 2024 and held it in 5 quarters.
Smartleaf Asset Management's Sitio Royalties position peaked at $12.5K in Q1 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Smartleaf Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.