TPWA
STR

Twin Peaks Wealth Advisors’s Sitio Royalties STR Stock Holding History

Twin Peaks Wealth Advisors’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
-1
Closed -$19 – 1870
2025
Q2 		$19 Buy
+1
New +$18 ﹤0.01% 2255

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Twin Peaks Wealth Advisors's STR Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 1 share — an estimated $19 sold.

Twin Peaks Wealth Advisors first reported a position in STR in Q2 2025 and held it in 1 quarter. The position peaked at $19 in Q2 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Sitio Royalties share in Q3 2025, an estimated $19.
  • Twin Peaks Wealth Advisors first reported a position in Sitio Royalties in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Sitio Royalties position peaked at $19 in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.