Atlas Private Wealth Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-217	Closed	-$11K	–	730
2021 Q3	$11K	Buy	217 +75	+53%	+$3.96K	0.01%	455
2021 Q2	$7K	Hold	142	–	–	﹤0.01%	533
2021 Q1	$7K	Buy	+142	New	+$7.41K	﹤0.01%	559

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2021, closing a stake of 217 shares — an estimated $11K sold.

Atlas Private Wealth Advisors first reported a position in QHY in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q3 2021. 45 funds tracked by Wall St. Rank hold QHY as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 217 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2021, an estimated $11K.
Atlas Private Wealth Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2021 and held it in 3 quarters.
Atlas Private Wealth Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $11K in Q3 2021.
45 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2021.

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