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Sound Income Strategies’s Antero Midstream AM Stock Holding History

Sound Income Strategies’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 		– Sell
-310
Closed -$6.99K – 556
2026
Q1 		$6.99K Buy
310
+10
+3% +$207 ﹤0.01% 1691
2025
Q4 		$5.49K Hold
300
– – ﹤0.01% 1763
2025
Q3 		$5.65K Hold
300
– – ﹤0.01% 1144
2025
Q2 		$5.68K Buy
+300
New +$5.36K ﹤0.01% 1056

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's AM Position: Q2 2026 in Review

Sound Income Strategies sold out of Antero Midstream (AM) in Q2 2026, closing a stake of 310 shares — an estimated $6.99K sold.

Sound Income Strategies first reported a position in AM in Q2 2025 and held it in 4 quarters. The position peaked at $6.99K in Q1 2026. 534 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Sound Income Strategies reported no remaining Antero Midstream position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 310 Antero Midstream shares in Q2 2026, an estimated $6.99K.
  • Sound Income Strategies first reported a position in Antero Midstream in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's Antero Midstream position peaked at $6.99K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.