Atlas Private Wealth Advisors’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,855	Closed	-$331K	–	153
2021 Q4	$331K	Sell	6,855 -6,000	-47%	-$291K	0.15%	110
2021 Q3	$628K	Sell	12,855 -608	-5%	-$29.7K	0.33%	71
2021 Q2	$657K	Sell	13,463 -267	-2%	-$13K	0.36%	69
2021 Q1	$669K	Buy	13,730 +274	+2%	+$13.4K	0.37%	57
2020 Q4	$661K	Sell	13,456 -10	-0.1%	-$488	0.44%	51
2020 Q3	$655K	Buy	13,466 +260	+2%	+$12.6K	0.55%	42
2020 Q2	$636K	Buy	+13,206	New	+$624K	0.57%	41

Other funds holding MINC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Atlas Private Wealth Advisors's MINC Position: Q1 2022 in Review

Atlas Private Wealth Advisors sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q1 2022, closing a stake of 6,855 shares — an estimated $331K sold.

Atlas Private Wealth Advisors first reported a position in MINC in Q2 2020 and held it in 7 quarters. The position peaked at $669K in Q1 2021. 34 funds tracked by Wall St. Rank hold MINC as of Q1 2022.

Atlas Private Wealth Advisors reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q1 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6,855 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q1 2022, an estimated $331K.
Atlas Private Wealth Advisors first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q2 2020 and held it in 7 quarters.
Atlas Private Wealth Advisors's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $669K in Q1 2021.
34 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q1 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.