True Wealth Design’s Sitio Royalties STR Stock Holding History

True Wealth Design’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	-24	Closed	-$442	–	2876
2025 Q2	$442	Buy	24 +22	+1,100%	+$395	﹤0.01%	1799
2025 Q1	$40	Buy	+2	New	+$40	﹤0.01%	2440

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design's STR Position: Q3 2025 in Review

True Wealth Design sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 24 shares — an estimated $442 sold.

True Wealth Design first reported a position in STR in Q1 2025 and held it in 2 quarters. The position peaked at $442 in Q2 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

True Wealth Design reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 24 Sitio Royalties shares in Q3 2025, an estimated $442.
True Wealth Design first reported a position in Sitio Royalties in Q1 2025 and held it in 2 quarters.
True Wealth Design's Sitio Royalties position peaked at $442 in Q2 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.