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Private Wealth Management Group’s Anterix ATEX Stock Holding History

Private Wealth Management Group’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.5K Hold
185
– – ﹤0.01% 525
2026
Q2 		$19K Hold
185
– – ﹤0.01% 401
2026
Q1 		$7.07K Hold
185
– – ﹤0.01% 645
2025
Q4 		$4.04K Buy
+185
New +$3.84K ﹤0.01% 860

Other funds holding ATEX

Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Hanseatic Management Services
Hanseatic Management Services Albuquerque, New Mexico $122M AUM
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Private Wealth Management Group's ATEX Position: Q3 2026 in Review

Private Wealth Management Group held its Anterix (ATEX) position steady in Q3 2026 at 185 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Private Wealth Management Group first reported a position in ATEX in Q4 2025 and has held it in 4 quarters since. The position peaked at $19K in Q2 2026. 35 funds tracked by Wall St. Rank hold ATEX as of Q3 2026.

  • Private Wealth Management Group held 185 shares of Anterix worth $14.5K as of Q3 2026.
  • Private Wealth Management Group left its Anterix share count unchanged in Q3 2026.
  • Anterix made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #525 holding.
  • Private Wealth Management Group first reported a position in Anterix in Q4 2025 and has held it in 4 quarters since.
  • Private Wealth Management Group's Anterix position peaked at $19K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Anterix as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.