Atlas Private Wealth Advisors’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Atlas Private Wealth Advisors’s Portfolio CALI Stock Details CALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Buy	21,985 +11,309	+106%	+$572K	0.26%	55
2025 Q4	$539K	Buy	10,676 +986	+10%	+$49.8K	0.13%	79
2025 Q3	$491K	Sell	9,690 -6,807	-41%	-$344K	0.12%	78
2025 Q2	$832K	Buy	16,497 +11,211	+212%	+$563K	0.11%	92
2025 Q1	$266K	Buy	+5,286	New	+$266K	0.04%	155

Other funds holding CALI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

DeLarme Wealth Management Palos Verdes Estates, California $155M AUM

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return