PFFA ETFIS SER TR I

Ownership history in Atlas Wealth Partners, LLC  ·  12 quarters on record

AI Ownership Summary

Atlas Wealth Partners, LLC reported ETFIS SER TR I (PFFA) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.26% in 2024 Q1. The latest visible filing shows PFFA at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlas Wealth Partners, LLC's position in ETFIS SER TR I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PFFA was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atlas Wealth Partners, LLC held PFFA — position size vs. price
% of Fund (quarterly)    PFFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 27,700 +2,200 +8.6% 0.66% $597K 2026-02-14 (Est.) $21.35
2025 Q3 ADDED 25,500 +1,950 +8.3% 0.57% $554K 2025-10-31 $20.36
2025 Q2 ADDED 23,550 +888 +3.9% 0.57% $491K 2025-08-05 $20.01
2025 Q1 UNCHANGED 22,662 0% 0.59% $481K 2025-05-05 $18.93
2024 Q4 ADDED 22,662 +2,262 +11.1% 0.63% $496K 2025-01-29 $19.60
2024 Q3 ADDED 20,400 +400 +2.0% 0.71% $466K 2024-10-18 $19.98
2024 Q2 UNCHANGED 20,000 0% 1.78% $421K 2024-07-17 $18.11
2024 Q1 ADDED 20,000 +2,225 +12.5% 2.26% $417K 2024-05-08 $17.09
2023 Q4 ADDED 17,775 +950 +5.6% 2.05% $371K 2024-01-29 $16.92
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Atlas Wealth Partners, LLC and PFFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atlas Wealth Partners, LLC reported owning PFFA?

Atlas Wealth Partners, LLC reported PFFA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PFFA position in Atlas Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for PFFA was 2.26% in 2024 Q1.

What is the latest reported PFFA position on this page?

The most recent filing on this page is 2025 Q4, when Atlas Wealth Partners, LLC reported 27,700 shares, equal to 0.66% of portfolio, with an estimated market value of $597K.

What does the chart on this PFFA ownership page compare?

The chart compares Atlas Wealth Partners, LLC's quarterly PFFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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