Atria Wealth Solutions
PAWZ icon

Atria Wealth Solutions’s ProShares Pet Care ETF PAWZ Stock Holding History

Atria Wealth Solutions’s Portfolio PAWZ Stock Details PAWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,765
Closed -$252K – 1832
2022
Q2 		$252K Buy
4,765
+750
+19% +$43.2K ﹤0.01% 1310
2022
Q1 		$267K Buy
+4,015
New +$269K ﹤0.01% 1382

Other funds holding PAWZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Atria Wealth Solutions's PAWZ Position: Q3 2022 in Review

Atria Wealth Solutions sold out of ProShares Pet Care ETF (PAWZ) in Q3 2022, closing a stake of 4,765 shares — an estimated $252K sold.

Atria Wealth Solutions first reported a position in PAWZ in Q1 2022 and held it in 2 quarters. The position peaked at $267K in Q1 2022. 56 funds tracked by Wall St. Rank hold PAWZ as of Q3 2022.

  • Atria Wealth Solutions reported no remaining ProShares Pet Care ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,765 ProShares Pet Care ETF shares in Q3 2022, an estimated $252K.
  • Atria Wealth Solutions first reported a position in ProShares Pet Care ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's ProShares Pet Care ETF position peaked at $267K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held ProShares Pet Care ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.