SWA
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SOA Wealth Advisors’s Antero Midstream AM Stock Holding History

SOA Wealth Advisors’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.5K Buy
+56,533
New +$1.23M 0.01% 369
2025
Q1 		– Sell
-600
Closed -$9.05K – 884
2024
Q4 		$9.05K Buy
+600
New +$9.13K ﹤0.01% 551

Other funds holding AM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOA Wealth Advisors's AM Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Antero Midstream (AM) in Q2 2026: 56,533 shares worth $56.5K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in AM as recently as Q4 2024.

SOA Wealth Advisors first reported a position in AM in Q4 2024 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • SOA Wealth Advisors held 56,533 shares of Antero Midstream worth $56.5K as of Q2 2026.
  • Antero Midstream was a new SOA Wealth Advisors position in Q2 2026.
  • Antero Midstream made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #369 holding.
  • SOA Wealth Advisors first reported a position in Antero Midstream in Q4 2024 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.