U.S. Capital Wealth Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio ETRN Stock Details ETRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-30,500	Closed	-$381K	–	714
2024 Q1	$381K	Buy	+30,500	New	+$327K	0.01%	516
2023 Q3	–	Sell	-71,380	Closed	-$682K	–	691
2023 Q2	$682K	Sell	71,380 -103	-0.1%	-$691	0.03%	390
2023 Q1	$413K	Buy	71,483 +25,022	+54%	+$160K	0.02%	470
2022 Q4	$311K	Sell	46,461 -113,237	-71%	-$878K	0.01%	526
2022 Q3	$1.2M	Sell	159,698 -500	-0.3%	-$4.18K	0.06%	299
2022 Q2	$1.02M	Buy	160,198 +23,328	+17%	+$180K	0.04%	349
2022 Q1	$1.16M	Sell	136,870 -11,600	-8%	-$95.6K	0.04%	371
2021 Q4	$1.53M	Sell	148,470 -10,996	-7%	-$114K	0.06%	317
2021 Q3	$1.58M	Buy	+159,466	New	+$1.41M	0.07%	301

Other funds holding ETRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

U.S. Capital Wealth Advisors's ETRN Position: Q2 2024 in Review

U.S. Capital Wealth Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2024, closing a stake of 30,500 shares — an estimated $381K sold.

U.S. Capital Wealth Advisors first reported a position in ETRN in Q3 2021 and held it in 9 quarters. The position peaked at $1.58M in Q3 2021. 375 funds tracked by Wall St. Rank hold ETRN as of Q2 2024.

U.S. Capital Wealth Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 30,500 Equitrans Midstream Corporation Common Stock shares in Q2 2024, an estimated $381K.
U.S. Capital Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2021 and held it in 9 quarters.
U.S. Capital Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $1.58M in Q3 2021.
375 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.