Foundations Investment Advisors’s Atlas America Fund USAF Stock Holding History

Foundations Investment Advisors’s Portfolio USAF Stock Details USAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,397	Closed	-$229K	–	1206
2025 Q3	$229K	Sell	8,397 -8,688	-51%	-$232K	﹤0.01%	950
2025 Q2	$453K	Buy	17,085 +3,282	+24%	+$86.2K	0.01%	613
2025 Q1	$359K	Buy	+13,803	New	+$354K	0.01%	657

Other funds holding USAF

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

Foundations Investment Advisors's USAF Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Atlas America Fund (USAF) in Q4 2025, closing a stake of 8,397 shares — an estimated $229K sold.

Foundations Investment Advisors first reported a position in USAF in Q1 2025 and held it in 3 quarters. The position peaked at $453K in Q2 2025. 1 fund tracked by Wall St. Rank holds USAF as of Q4 2025.

Foundations Investment Advisors reported no remaining Atlas America Fund position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 8,397 Atlas America Fund shares in Q4 2025, an estimated $229K.
Foundations Investment Advisors first reported a position in Atlas America Fund in Q1 2025 and held it in 3 quarters.
Foundations Investment Advisors's Atlas America Fund position peaked at $453K in Q2 2025.
1 fund tracked by Wall St. Rank held Atlas America Fund as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.