VWA
CRT

Valued Wealth Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

Valued Wealth Advisors’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-60
Closed -$595 – 657
2024
Q4 		$595 Buy
+60
New +$621 ﹤0.01% 538

Other funds holding CRT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valued Wealth Advisors's CRT Position: Q1 2025 in Review

Valued Wealth Advisors sold out of Cross Timbers Royalty Trust (CRT) in Q1 2025, closing a stake of 60 shares — an estimated $595 sold.

Valued Wealth Advisors first reported a position in CRT in Q4 2024 and held it in 1 quarter. The position peaked at $595 in Q4 2024. 18 funds tracked by Wall St. Rank hold CRT as of Q1 2025.

  • Valued Wealth Advisors reported no remaining Cross Timbers Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 60 Cross Timbers Royalty Trust shares in Q1 2025, an estimated $595.
  • Valued Wealth Advisors first reported a position in Cross Timbers Royalty Trust in Q4 2024 and held it in 1 quarter.
  • Valued Wealth Advisors's Cross Timbers Royalty Trust position peaked at $595 in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2025.

Based on Valued Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.