Atlas Private Wealth Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$2K	–	547
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	675
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	689
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	748
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	654
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	589
2020 Q2	$2K	Buy	+100	New	+$2K	﹤0.01%	602

Other funds holding PFFR

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Atlas Private Wealth Advisors's PFFR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in PFFR in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 14 funds tracked by Wall St. Rank hold PFFR as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining InfraCap REIT Preferred ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 100 InfraCap REIT Preferred ETF shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in InfraCap REIT Preferred ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's InfraCap REIT Preferred ETF position peaked at $2K in Q3 2021.
14 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.