AtlasMark Financial, Inc historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 22 quarters from 2019-09-30 to 2026-06-30, AtlasMark Financial, Inc opened 21 positions, added to 238, reduced 78 and sold out of 11.
- Q2 2026: Stock XLE; Country of operation —; Class STATE STREET ENE; Shares before 6,105.
- Q2 2026: Stock IBB; Country of operation —; Class ISHARES BIOTECH; Shares before 1,500.
- Q2 2026: Stock ARTY; Country of operation —; Class FUTURE AI & TECH; Shares before 5,098.
- Q4 2025: Stock XLE; Country of operation —; Class ENERGY; Shares before 3,025.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2127120), 22 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-04-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-04-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-04-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2026-04-22); Q3 2024 (2023-06-30 to 2024-09-30, filed 2026-04-22); Q2 2023 (2023-03-31 to 2023-06-30, filed 2026-04-22); Q1 2023 (2022-09-30 to 2023-03-31, filed 2026-04-22); Q3 2022 (2022-06-30 to 2022-09-30, filed 2026-04-22); Q2 2022 (2022-03-31 to 2022-06-30, filed 2026-04-22); Q1 2022 (2021-12-31 to 2022-03-31, filed 2026-04-22); Q4 2021 (2021-09-30 to 2021-12-31, filed 2026-04-22); Q3 2021 (2021-06-30 to 2021-09-30, filed 2026-04-22); Q2 2021 (2021-03-31 to 2021-06-30, filed 2026-04-22); Q1 2021 (2020-12-31 to 2021-03-31, filed 2026-04-22); Q4 2020 (2020-09-30 to 2020-12-31, filed 2026-04-22); Q3 2020 (2020-06-30 to 2020-09-30, filed 2026-04-22); Q2 2020 (2020-03-31 to 2020-06-30, filed 2026-04-22); Q1 2020 (2019-12-31 to 2020-03-31, filed 2026-04-22); Q4 2019 (2019-09-30 to 2019-12-31, filed 2026-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-09-30.
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