Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ADP
Automatic Data Processing Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
62
$199.97 - $248.01 $12.4K - $15.4K
Call 1 Merck & CO 10 Ogn
Q4 2021 Filed on Apr 21, 2022
1
N/A
Call 1 Apple Inc
Q4 2021 Filed on Apr 21, 2022
33
N/A
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
100
$136.3 - $180.96 $13.6K - $18.1K
Call 12 Wynn Resorts LTD
Q4 2021 Filed on Apr 21, 2022
2
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
42
$52.85 - $60.09 $2.22K - $2.52K
BHB
Bar Harbor Bankshares

Financial Services
Q4 2021 Filed on Apr 21, 2022
450
$27.23 - $32.64 $12.3K - $14.7K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,020
$29.4 - $33.4 $59.4K - $67.5K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
32
$44.57 - $55.81 $1.43K - $1.79K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
Q4 2021 Filed on Apr 21, 2022
4,818
$30.01 - $32.26 $145K - $155K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q4 2021 Filed on Apr 21, 2022
385
$25.62 - $26.22 $9.86K - $10.1K
IVZ
Invesco Ltd.

Financial Services
Q4 2021 Filed on Apr 21, 2022
341
$21.76 - $26.53 $7.42K - $9.05K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q4 2021 Filed on Apr 21, 2022
1,070
$26.7 - $27.14 $28.6K - $29K
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2021 Filed on Apr 21, 2022
30
$114.04 - $122.75 $3.42K - $3.68K
IAU
Ishares Gold Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$33.36 - $35.53 $0 - $0
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$37.78 - $44.19 $3.78K - $4.42K
IYH
Ishares Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
10
$271.82 - $301.88 $2.72K - $3.02K
OTLY
Oatly Group Ab

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
192
$7.61 - $14.87 $1.46K - $2.86K
NOC
Northrop Grumman Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
6
$345.98 - $406.62 $2.08K - $2.44K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
54
$73.76 - $100.53 $3.98K - $5.43K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$68.87 - $95.56 $6.89K - $9.56K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
94
$270.99 - $309.52 $25.5K - $29.1K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q4 2021 Filed on Apr 21, 2022
845
$53.05 - $58.54 $44.8K - $49.5K
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
540
$73.2 - $82.12 $39.5K - $44.3K
O
Realty Income Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
200
$63.81 - $71.97 $12.8K - $14.4K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
10
$65.63 - $91.55 $656 - $916
Invesco Bulletshares
Q4 2021 Filed on Apr 21, 2022
4,748
N/A
PXD
Pioneer Natural Resources CO

Energy
Q4 2021 Filed on Apr 21, 2022
11
$172.65 - $193.08 $1.9K - $2.12K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
347
$21.86 - $22.24 $7.59K - $7.72K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
1,207
$21.79 - $22.14 $26.3K - $26.7K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
2,363
$21.45 - $21.68 $50.7K - $51.2K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Apr 21, 2022
2,050
$28.67 - $37.13 $58.8K - $76.1K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
8,897
$21.37 - $21.54 $190K - $192K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q4 2021 Filed on Apr 21, 2022
125
$119.87 - $145.67 $15K - $18.2K
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
1,022
$131.36 - $148.45 $134K - $152K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Apr 21, 2022
6,348
$49.93 - $50.12 $317K - $318K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q4 2021 Filed on Apr 21, 2022
3,598
$50.27 - $50.46 $181K - $182K
OMF
One Main Holdings, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
675
$47.89 - $60.29 $32.3K - $40.7K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
613
$79.02 - $88.43 $48.4K - $54.2K
KPTI
Karyopharm Therapeutics Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
3,500
$5.21 - $8.61 $18.2K - $30.1K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q4 2021 Filed on Apr 21, 2022
257
$144.34 - $152.13 $37.1K - $39.1K
MNMDXXXX
Mind Medicine Mindmed Inc
Q4 2021 Filed on Apr 21, 2022
6,000
N/A
IWY
Ishares Tr Russell 200 Growth

ETFs
Q4 2021 Filed on Apr 21, 2022
250
$150.99 - $175.61 $37.7K - $43.9K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
198
$254.66 - $279.11 $50.4K - $55.3K
MRVL
Marvell Technology, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
125
$57.59 - $91.51 $7.2K - $11.4K
IOO
Ishares Tr Global 100 ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
251
$71.04 - $78.66 $17.8K - $19.7K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
135
$157.12 - $168.08 $21.2K - $22.7K
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
40
$142.5 - $168.39 $5.7K - $6.74K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q4 2021 Filed on Apr 21, 2022
24
$45.28 - $55.09 $1.09K - $1.32K
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