Atlas Private Wealth Management’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Atlas Private Wealth Management’s Portfolio SMOG Stock Details SMOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$794K	Hold	8,076	–	–	0.33%	79
2023 Q4	$893K	Hold	8,076	–	–	0.42%	71
2023 Q3	$846K	Hold	8,076	–	–	0.45%	71
2023 Q2	$987K	Hold	8,076	–	–	0.52%	65
2023 Q1	$981K	Hold	8,076	–	–	0.59%	58
2022 Q4	$895K	Hold	8,076	–	–	0.41%	59
2022 Q3	$916K	Hold	8,076	–	–	0.66%	48
2022 Q2	$1.01M	Hold	8,076	–	–	0.69%	46
2022 Q1	$1.17M	Hold	8,076	–	–	0.68%	49
2021 Q4	$1.29M	Hold	8,076	–	–	0.72%	44
2021 Q3	$1.2M	Hold	8,076	–	–	0.74%	45
2021 Q2	$1.3M	Sell	8,076 -521	-6%	-$78.8K	0.8%	40
2021 Q1	$1.35M	Hold	8,597	–	–	0.86%	36
2020 Q4	$1.42M	Buy	8,597 +1	+0%	+$135	1.01%	31
2020 Q3	$945K	Hold	8,596	–	–	0.74%	41
2020 Q2	$702K	Hold	8,596	–	–	0.57%	53
2020 Q1	$519K	Hold	8,596	–	–	0.48%	62
2019 Q4	$652K	Buy	+8,596	New	+$589K	0.5%	60

Other funds holding SMOG

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Atlas Private Wealth Management's SMOG Position: Q1 2024 in Review

Atlas Private Wealth Management held its VanEck Low Carbon Energy ETF (SMOG) position steady in Q1 2024 at 8,076 shares worth $794K. The position accounts for 0.33% of the portfolio, ranked #79.

Atlas Private Wealth Management first reported a position in SMOG in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.42M in Q4 2020. 61 funds tracked by Wall St. Rank hold SMOG as of Q1 2024.

Atlas Private Wealth Management held 8,076 shares of VanEck Low Carbon Energy ETF worth $794K as of Q1 2024.
Atlas Private Wealth Management left its VanEck Low Carbon Energy ETF share count unchanged in Q1 2024.
VanEck Low Carbon Energy ETF made up 0.33% of Atlas Private Wealth Management's portfolio in Q1 2024, its #79 holding.
Atlas Private Wealth Management first reported a position in VanEck Low Carbon Energy ETF in Q4 2019 and has held it in 18 quarters since.
Atlas Private Wealth Management's VanEck Low Carbon Energy ETF position peaked at $1.42M in Q4 2020.
61 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.