Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

$731 Million
Q2 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Call 8 Original Bark CO	Q3 2021 Filed on Oct 26, 2021	5	N/A
Call 7 Lion Electric CO	Q3 2021 Filed on Oct 26, 2021	5	N/A
KR Kroger CO Consumer Defensive	Q3 2021 Filed on Oct 26, 2021	46	$37.41 - $47.31 $1.72K - $2.18K
CXP Columbia Property Trust, Inc. Real Estate	Q3 2021 Filed on Oct 26, 2021	626	N/A
MRNA Moderna, Inc. Healthcare	Q3 2021 Filed on Oct 26, 2021	131	$221.9 - $484.47 $29.1K - $63.5K
General Electric	Q3 2021 Filed on Oct 26, 2021	27,876	N/A
PEGA Pegasystems Inc Technology	Q3 2021 Filed on Oct 26, 2021	10	$126.48 - $142.39 $1.26K - $1.42K
Call 8 Skillz Inc Cl A	Q3 2021 Filed on Oct 26, 2021	5	N/A
NGG National Grid PLC Utilities	Q3 2021 Filed on Oct 26, 2021	26	$59.63 - $67.01 $1.55K - $1.74K
XLB Select Sector Spdr Fd Material ETFs	Q3 2021 Filed on Oct 26, 2021	37	$79.11 - $86.51 $2.93K - $3.2K
IPO Renaissance Cap Greenwich Fds ETFs	Q3 2021 Filed on Oct 26, 2021	75	$60.61 - $69.99 $4.55K - $5.25K
CIK Credit Suisse Asset Management Income Fund Inc Financial Services	Q3 2021 Filed on Oct 26, 2021	1,850	$3.38 - $3.54 $6.25K - $6.55K
CBRL Cracker Barrel Old Country Store, Inc Consumer Cyclical	Q3 2021 Filed on Oct 26, 2021	65	$133.13 - $149.49 $8.65K - $9.72K
NFG National Fuel Gas CO Energy	Q3 2021 Filed on Oct 26, 2021	27	$49.82 - $54.28 $1.35K - $1.47K
FDS Factset Research Systems Inc Financial Services	Q3 2021 Filed on Oct 26, 2021	15	$335.5 - $394.78 $5.03K - $5.92K
EAD Allspring Income Opportunities Fund Financial Services	Q3 2021 Filed on Oct 26, 2021	700	$8.59 - $9.15 $6.01K - $6.41K
ADSK Autodesk, Inc. Technology	Q3 2021 Filed on Oct 26, 2021	11	$279.35 - $342.27 $3.07K - $3.76K
TQQQ Proshares Ultrapro Qqq ETFs	Q3 2021 Filed on Oct 26, 2021	22	$61.26 - $76.04 $1.35K - $1.67K
ELME Elme Communities	Q3 2021 Filed on Oct 26, 2021	0	N/A
Cimarex Energy	Q3 2021 Filed on Oct 26, 2021	33	N/A
Churchill Capital	Q3 2021 Filed on Oct 26, 2021	500	N/A
DG Dollar General Corp Consumer Defensive	Q3 2021 Filed on Oct 26, 2021	15	$212.14 - $238.22 $3.18K - $3.57K
ESRT Empire State Realty Trust, Inc. Real Estate	Q3 2021 Filed on Oct 26, 2021	91	$9.65 - $12.25 $878 - $1.11K
Ashford Hospitality	Q3 2021 Filed on Oct 26, 2021	2,096	N/A
ALGN Align Technology Inc Healthcare	Q3 2021 Filed on Oct 26, 2021	5	$595.56 - $729.92 $2.98K - $3.65K
BNTX Bio N Tech Se Healthcare	Q3 2021 Filed on Oct 26, 2021	118	$205.93 - $447.23 $24.3K - $52.8K
PFPT Proofpoint, Inc. Technology	Q3 2021 Filed on Oct 26, 2021	11	N/A
REM Ishares Tr Mtg Real Estate ETF ETFs	Q3 2021 Filed on Oct 26, 2021	250	$34.95 - $37.35 $8.74K - $9.34K
UPRO Proshares Trust Proshares Ultr ETFs	Q3 2021 Filed on Oct 26, 2021	14	$55.36 - $66.72 $775 - $934
DISCK Warner Bros. Discovery, Inc. Communication Services	Q3 2021 Filed on Oct 26, 2021	75	$24.19 - $29.37 $1.81K - $2.2K
Call 7 Ishares Dj Us Hom	Q2 2021 Filed on Aug 02, 2021	1	N/A
CTEC Global X Fds Cleantech ETF ETFs	Q2 2021 Filed on Aug 02, 2021	250	$16.9 - $22.16 $4.23K - $5.54K
ZBRA Zebra Technologies Corp Technology	Q2 2021 Filed on Aug 02, 2021	10	$464.39 - $536.06 $4.64K - $5.36K
GRMN Garmin LTD Technology	Q2 2021 Filed on Aug 02, 2021	92	$132.51 - $145.38 $12.2K - $13.4K
TFX Teleflex Inc Healthcare	Q2 2021 Filed on Aug 02, 2021	1	$385.96 - $443.85 $386 - $444
GNR Spdr S&P Global Natural Resour ETFs	Q2 2021 Filed on Aug 02, 2021	202	$50.55 - $56.39 $10.2K - $11.4K
RWR Spdr Dow Jones Reit ETF ETFs	Q2 2021 Filed on Aug 02, 2021	156	$96.47 - $109.38 $15K - $17.1K
TOL Toll Brothers, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 02, 2021	200	$56.4 - $67.65 $11.3K - $13.5K
WWD Woodward, Inc. Industrials	Q2 2021 Filed on Aug 02, 2021	5	$117.57 - $129.93 $588 - $650
HUBS Hubspot Inc Technology	Q2 2021 Filed on Aug 02, 2021	9	$472.71 - $596.44 $4.25K - $5.37K
FTDR Frontdoor, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 02, 2021	14	$49.55 - $57.22 $694 - $801
FSTA Fidelity Covington Tr Msci Con ETFs	Q2 2021 Filed on Aug 02, 2021	396	$41.47 - $43.59 $16.4K - $17.3K
FDIS Fidelity Covington Tr Msci Con ETFs	Q2 2021 Filed on Aug 02, 2021	169	$75.58 - $81.4 $12.8K - $13.8K
FVAL Fidelity Covington Tr Value Fa ETFs	Q2 2021 Filed on Aug 02, 2021	236	$45.24 - $48.4 $10.7K - $11.4K
EA Electronic Arts Inc. Communication Services	Q2 2021 Filed on Aug 02, 2021	6	$137.06 - $148.55 $822 - $891
EGP Eastgroup Properties Inc Real Estate	Q2 2021 Filed on Aug 02, 2021	4	$147.48 - $170.97 $590 - $684
DCI Donaldson CO Inc Industrials	Q2 2021 Filed on Aug 02, 2021	7	$58.7 - $64.99 $411 - $455
DLB Dolby Laboratories, Inc. Industrials	Q2 2021 Filed on Aug 02, 2021	6	$92.17 - $103.53 $553 - $621
CUBE Cube Smart Real Estate	Q2 2021 Filed on Aug 02, 2021	19	$38.77 - $47.68 $737 - $906
WAT Waters Corp Healthcare	Q2 2021 Filed on Aug 02, 2021	2	$284.72 - $346.95 $569 - $694

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