Atlas Private Wealth Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-195	Closed	-$10K	–	678
2021 Q3	$10K	Hold	195	–	–	0.01%	475
2021 Q2	$10K	Sell	195 -912	-82%	-$45.8K	0.01%	479
2021 Q1	$56K	Buy	1,107 +407	+58%	+$20.5K	0.03%	218
2020 Q4	$35K	Buy	+700	New	+$35.3K	0.02%	263

Other funds holding VNLA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return

RJA

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

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

Atlas Private Wealth Advisors sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2021, closing a stake of 195 shares — an estimated $10K sold.

Atlas Private Wealth Advisors first reported a position in VNLA in Q4 2020 and held it in 4 quarters. The position peaked at $56K in Q1 2021. 187 funds tracked by Wall St. Rank hold VNLA as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 195 Janus Henderson Short Duration Income ETF shares in Q4 2021, an estimated $10K.
Atlas Private Wealth Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Janus Henderson Short Duration Income ETF position peaked at $56K in Q1 2021.
187 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2021.

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