Physician Wealth Advisors
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Physician Wealth Advisors’s Atlanticus Holdings ATLC Stock Holding History

Physician Wealth Advisors’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3
Closed -$307 – 2459
2026
Q2 		$307 Buy
+3
New +$243 ﹤0.01% 2293

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Inspire Investing
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Bank of New York Mellon
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Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Creative Planning
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Physician Wealth Advisors's ATLC Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Atlanticus Holdings (ATLC) in Q3 2026, closing a stake of 3 shares — an estimated $307 sold.

Physician Wealth Advisors first reported a position in ATLC in Q2 2026 and held it in 1 quarter. The position peaked at $307 in Q2 2026. 66 funds tracked by Wall St. Rank hold ATLC as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Atlanticus Holdings position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 3 Atlanticus Holdings shares in Q3 2026, an estimated $307.
  • Physician Wealth Advisors first reported a position in Atlanticus Holdings in Q2 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Atlanticus Holdings position peaked at $307 in Q2 2026.
  • 66 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.