Atlas Private Wealth Advisors Purchases and Sells in Q2 2025

Atlas Private Wealth Advisors

$731 Million
Q2 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KNG	154K + 79.29%	$45.3 - $50.64 $6.99M - $7.81M	349K $17.1M
QYLD	221K + 24.37%	$14.97 - $16.79 $3.32M - $3.72M	1.13M $18.9M
SPTM	22.6K + 11.78%	$60.34 - $74.89 $1.36M - $1.69M	215K $16.1M
CWI	7.74K + 1.42%	$26.38 - $32.66 $204K - $253K	552K $18M
AGG	17.4K + 15.52%	$96.84 - $99.46 $1.69M - $1.73M	130K $12.9M
XT	23.4K + 99.97%	$49.86 - $65.25 $1.17M - $1.53M	46.8K $3.06M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	182K New	$29.12 - $35.84 $5.3M - $6.53M	182K $6.53M
FDL	43K New	$38.19 - $43.19 $1.64M - $1.86M	43K $1.8M
DFAX	58K New	$23.37 - $29.39 $1.36M - $1.71M	58K $1.7M
CGDV	13.2K New	$31.93 - $39.49 $421K - $521K	13.2K $520K
DFIV	7.94K New	$34.67 - $43.21 $275K - $343K	7.94K $340K
FDVV	5.63K New	$43.6 - $52.02 $245K - $293K	5.63K $292K

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.42K - 2.52%	$172.42 - $223.89 $417K - $541K	93.6K $19.2M
IEF	-18.6K - 10.6%	$93.15 - $96.56 $1.73M - $1.79M	156K $15M
RSP	-16.8K - 10.26%	$152.93 - $181.74 $2.56M - $3.05M	147K $26.6M
SPSM	-79.9K - 8.63%	$35.35 - $42.68 $2.82M - $3.41M	846K $36.1M
BUFD	-70.6K - 25.37%	$23.45 - $26.56 $1.66M - $1.88M	208K $5.52M
JNJ	-5.7K - 29.16%	$146.36 - $159.82 $834K - $910K	13.8K $2.11M

Activity Summary All Purchases 106 New Holdings 17 Increased Positions 89 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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